LLY Eli Lilly & Company

Ownership history in Tower View Wealth Management LLC  ·  33 quarters on record

This page tracks every 13F SEC filing in which Tower View Wealth Management LLC reported a position in Eli Lilly & Company (LLY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.43% (2025 Q4)
Avg. % of fund
2.97%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
33
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 10,212 +2 +0.0% 5.43% $11.0M $1072.89
2025 Q3 ADDED 10,210 +112 +1.1% 4.03% $7.8M $760.61
2025 Q2 ADDED 10,098 +42 +0.4% 4.08% $7.9M $775.39
2025 Q1 REDUCED 10,056 -59 -0.6% 4.84% $8.3M $819.84
2024 Q4 ADDED 10,115 +65 +0.6% 4.13% $7.8M $765.01
2024 Q3 REDUCED 10,050 -28 -0.3% 4.87% $8.9M $876.46
2024 Q2 REDUCED 10,078 -22 -0.2% 5.24% $9.1M $894.45
2024 Q1 REDUCED 10,100 -1,693 -14.4% 4.60% $7.9M $767.26
2023 Q4 REDUCED 11,793 -386 -3.2% 4.26% $6.9M $573.89
2023 Q3 REDUCED 12,179 -1,903 -13.5% 4.59% $6.5M $527.84
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    LLY price (monthly, adj. close)
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