LLY β€” LILLY ELI & CO

Ownership history in William B. Walkup & Associates, Inc.  Β·  7 quarters on record

AI Ownership Summary

William B. Walkup & Associates, Inc. reported LILLY ELI & CO (LLY) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 1.38% in 2024 Q2. The latest visible filing shows LLY at 1.36% 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 William B. Walkup & Associates, Inc.'s position in LILLY ELI & CO, 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 1.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.38% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 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 William B. Walkup & Associates, Inc. held LLY β€” position size vs. price
% of Fund (quarterly)    LLY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 2,307 β€” 0% 1.36% $2.5M 2026-02-14 (Est.) $1040.00
2025 Q3 UNCHANGED 2,307 β€” 0% 0.94% $1.8M 2025-10-29 $810.98
2025 Q2 UNCHANGED 2,307 β€” 0% 1.06% $1.8M 2025-08-12 $636.03
2025 Q1 ADDED 2,307 +7 +0.3% 1.16% $1.9M 2025-05-13 $740.58
2024 Q4 UNCHANGED 2,300 β€” 0% 1.12% $1.8M 2025-02-14 $838.06
2024 Q3 REDUCED 2,300 -35 -1.5% 1.26% $2.0M 2024-11-15 $739.44
2024 Q2 INITIATED 2,335 β€” β€” 1.38% $2.1M 2024-08-16 $912.26

FAQ About William B. Walkup & 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 William B. Walkup & Associates, Inc. reported owning LLY?

William B. Walkup & Associates, Inc. reported LLY across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported LLY position in William B. Walkup & Associates, Inc.'s portfolio?

The largest reported portfolio weight for LLY was 1.38% in 2024 Q2.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2025 Q4, when William B. Walkup & Associates, Inc. reported 2,307 shares, equal to 1.36% of portfolio, with an estimated market value of $2.5M.

What does the chart on this LLY ownership page compare?

The chart compares William B. Walkup & 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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