ELI LILLY & CO · CUSIP 532457108 · CIK 1550057
As of 2026-06-30, Goelzer Investment Management, Inc. reported 537.49K LLY (shares), valued at $644.68M, or 28.10% of its reported non-derivative portfolio. Filed 2026-07-15.
Verify history & sources →Shares decreased 0.54%; reported value increased 29.70%, and weight changed +4.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 28.10% | 537,488 | SEC filing ↗Filed Jul 15, 2026 |
| Q1 2026 | 24.04% | 540,417 | SEC filing ↗Filed Apr 9, 2026 |
| Q4 2025 | 27.06% | 542,867 | SEC filing ↗Filed Jan 14, 2026 |
| Q3 2025 | 22.02% | 544,492 | SEC filing ↗Filed Oct 14, 2025 |
| Q2 2025 | 23.82% | 557,659 | SEC filing ↗Filed Jul 9, 2025 |
| Q1 2025 | 26.32% | 550,310 | SEC filing ↗Filed Apr 29, 2025Amended |
| Q4 2024 | 24.53% | 547,438 | SEC filing ↗Filed Jan 21, 2025 |
| Q3 2024 | 26.55% | 546,870 | SEC filing ↗Filed Oct 4, 2024 |
| Q2 2024 | 28.79% | 568,329 | SEC filing ↗Filed Aug 9, 2024 |
| Q1 2024 | 25.71% | 583,401 | SEC filing ↗Filed May 2, 2024 |
| Q4 2023 | 22.09% | 589,287 | SEC filing ↗Filed Feb 8, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 22.09% | 589,287 | $343.51M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 25.71% | 583,401 | $453.86M | Shares decreased 1.00%; reported value increased 32.13%, and weight changed +3.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2024 |
| Q2 2024 | 28.79% | 568,329 | $514.55M | Shares decreased 2.58%; reported value increased 13.37%, and weight changed +3.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 9, 2024 |
| Q3 2024 | 26.55% | 546,870 | $484.49M | Shares decreased 3.78%; reported value decreased 5.84%, and weight changed -2.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 4, 2024 |
| Q4 2024 | 24.53% | 547,438 | $422.62M | Shares increased 0.10%; reported value decreased 12.77%, and weight changed -2.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q1 2025 | 26.32% | 550,310 | $454.51M | Shares increased 0.52%; reported value increased 7.54%, and weight changed +1.79 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2025 |
| Q2 2025 | 23.82% | 557,659 | $434.71M | Shares increased 1.34%; reported value decreased 4.36%, and weight changed -2.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2025 |
| Q3 2025 | 22.02% | 544,492 | $415.45M | Shares decreased 2.36%; reported value decreased 4.43%, and weight changed -1.80 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 14, 2025 |
| Q4 2025 | 27.06% | 542,867 | $583.41M | Shares decreased 0.30%; reported value increased 40.43%, and weight changed +5.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2026 |
| Q1 2026 | 24.04% | 540,417 | $497.06M | Shares decreased 0.45%; reported value decreased 14.80%, and weight changed -3.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 9, 2026 |
| Q2 2026 | 28.10% | 537,488 | $644.68M | Shares decreased 0.54%; reported value increased 29.70%, and weight changed +4.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.