LLY — LLY

Ownership history in XR Securities LLC  ·  37 quarters on record

This page tracks every 13F SEC filing in which XR Securities LLC reported a position in LLY (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
41.84% (2024 Q4)
Avg. % of fund
5.84%
First filed
2018 Q3
Last filed
2025 Q4
Quarters held
37
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 2,900 — 0% 41.84% $2.2M $1072.89
2025 Q3 UNCHANGED 2,900 — 0% 41.84% $2.2M $760.61
2025 Q2 UNCHANGED 2,900 — 0% 41.84% $2.2M $775.39
2025 Q1 UNCHANGED 2,900 — 0% 41.84% $2.2M $819.84
33 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% 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% Elser Financial Planning, Inc 20.38%
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