Form 13-F position report

ELI LILLY AND CO;COM NPV

Reported by LJI Wealth Management LLC

Company profile Manager portfolio Source filing
LLY CUSIP 532457108 Manager CIK 0001988563
Latest reported change

Reported 7,822 shares, up 748 (10.6%) from the prior quarter.

Reported value 4.4%; share count 10.6% vs. the prior quarter.

Added
% of reported 13F value 1.06% This manager · Q2 2025
Shares 7,822 Quarter-end amount reported
Reported value $6,097,852 Fair value at quarter end
Consecutive quarters held 11 Through Q2 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

16 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Reduced 6,777 -249 (-3.5%) 1.1% $7,841,454 2026-10-28
Q2 2026 Added 7,026 +345 (5.2%) 1.18% $8,427,116 2026-07-31
Q1 2026 Reduced 6,681 -717 (-9.7%) 0.98% $6,145,023 2026-05-05
Q4 2025 Added 7,398 +37 (0.5%) 1.21% $7,950,308 2026-02-03
Q3 2025 Reduced 7,361 -461 (-5.9%) 0.98% $5,616,658 2025-10-29
Q2 2025 Added 7,822 +748 (10.6%) 1.06% $6,097,852 2025-07-31
Q1 2025 Reduced 7,074 -57 (-0.8%) 1.16% $5,842,418 2025-05-02
Q4 2024 Added 7,131 +127 (1.8%) 1.08% $5,505,160 2025-01-28
Q3 2024 Added 7,004 +246 (3.6%) 1.27% $6,205,387 2024-11-06
Q2 2024 Added 6,758 +242 (3.7%) 1.35% $6,118,453 2024-08-12
Q1 2024 Added 6,516 +97 (1.5%) 1.31% $5,069,448 2024-05-15
Q4 2023 Added 6,419 +141 (2.2%) 0.97% $3,741,596 2024-02-13
Q3 2023 Reduced 6,278 -139,269 (-95.7%) 0.97% $3,371,949 2024-02-02
Q2 2023 Added 145,547 +139,347 (2247.5%) 0.87% $2,996,484 2024-02-02
Q1 2023 Added 6,200 +222 (3.7%) 0.67% $2,129,247 2024-02-02
Q4 2022 New 5,978 +5,978 (0.0%) 0.77% $2,187,214 2024-01-02
Institutional context

Who else reported the position

4095 managers reported ELI LILLY AND CO;COM NPV for Q2 2025.

Manager Activity Shares Change % of reported 13F Reported value Tenure
LILLY ENDOWMENT INC Unchanged 96,016,978 0 100.0% $74,848,114,860 49 qtrs
VANGUARD GROUP INC Added 80,407,430 +1,183,038 1.01% $62,680,003,908 49 qtrs
BlackRock Inc Added 65,961,661 +269,688 0.98% $51,419,094,484 4 qtrs
PNC FINANCIAL SERVICES GROUP INC Reduced 51,293,980 -50,011,670 25.77% $39,985,195,985 49 qtrs
STATE STREET CORPORATION Added 34,506,968 +69,018 1.01% $26,899,216,765 49 qtrs
FMR LLC Reduced 25,629,773 -2,838,895 1.13% $19,979,176,840 49 qtrs
Capital Research Global Investors Added 20,756,363 +5,008,900 3.24% $16,180,164,440 13 qtrs
GEODE CAPITAL MANAGEMENT LLC Reduced 18,128,627 -397,622 0.99% $14,069,347,281 49 qtrs
Capital World Investors Reduced 17,634,492 -748,081 2.0% $13,746,397,969 31 qtrs
PRICE T ROWE ASSOCIATES INC MD Reduced 16,845,105 -2,288,179 1.49% $13,131,266,000 49 qtrs
A free account expands this comparison to 25 managers. Create free account
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2025
Filed
July 31, 2025
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
0
None
7,822

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.