LLY β€” ELI LILLY AND CO COM

Ownership history in von Borstel & Associates, Inc.  Β·  6 quarters on record

AI Ownership Summary

von Borstel & Associates, Inc. reported ELI LILLY AND CO COM (LLY) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.48% in 2024 Q3. The latest visible filing shows LLY at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was von Borstel & Associates, Inc.'s position in ELI LILLY AND CO COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LLY was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How von Borstel & Associates, Inc. held LLY β€” position size vs. price
% of Fund (quarterly)    LLY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 957 -1,008 -51.3% 0.24% $1.0M 2026-02-14 (Est.) $1040.00
2025 Q3 ADDED 1,965 +1,007 +105.1% 0.29% $1.9M 2025-11-14 $1023.57
2025 Q2 ADDED 958 +9 +0.9% 0.19% $736K 2025-08-11 $631.84
2025 Q1 REDUCED 949 -10 -1.0% 0.23% $783K 2025-04-29 $878.69
2024 Q4 ADDED 959 +10 +1.1% 0.29% $740K 2025-02-11 $857.17
2024 Q3 INITIATED 949 β€” β€” 0.48% $840K 2024-10-15 $903.55

FAQ About von Borstel & Associates, Inc. and LLY

These are the practical questions this page is built to answer before you even open the full history table.

How long has von Borstel & Associates, Inc. reported owning LLY?

von Borstel & Associates, Inc. reported LLY across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported LLY position in von Borstel & Associates, Inc.'s portfolio?

The largest reported portfolio weight for LLY was 0.48% in 2024 Q3.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2025 Q4, when von Borstel & Associates, Inc. reported 957 shares, equal to 0.24% of portfolio, with an estimated market value of $1.0M.

What does the chart on this LLY ownership page compare?

The chart compares von Borstel & Associates, Inc.'s quarterly LLY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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