LLY — LILLY ELI & CO

Ownership history in Wealthquest Corp  ·  25 quarters on record

This page tracks every 13F SEC filing in which Wealthquest Corp reported a position in LILLY ELI & CO (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
0.5% (2024 Q2)
Avg. % of fund
0.28%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 5,441 +183 +3.5% 0.44% $5.8M $1072.89
2025 Q2 REDUCED 5,258 -20 -0.4% 0.32% $4.1M $775.39
2024 Q4 ADDED 5,278 +22 +0.4% 0.33% $4.1M $765.01
2024 Q3 ADDED 5,256 +65 +1.3% 0.41% $4.6M $876.46
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    LLY price (monthly, adj. close)

Other funds also holding LLY

As of 2025 Q4 — sorted by position size

LILLY ENDOWMENT INC 3Y 7Y 100.0% Private Capital Advisors, Inc. 3Y 7Y 46.91% XR Securities LLC 3Y 7Y 41.84% Bedel Financial Consulting, Inc. 3Y 7Y 37.93% PNC FINANCIAL SERVICES GROUP, INC. 3Y 7Y 30.13% Goelzer Investment Management, Inc. 3Y 7Y 27.06% Holistic Financial Partners 3Y 7Y 26.45% Cascade Financial Partners, LLC 25.78% SAPIENT CAPITAL LLC 22.72% WEATHERLY ASSET MANAGEMENT L. P. 3Y 7Y 22.67%
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