ELI LILLY & CO · CUSIP 532457108 · CIK 1557406
As of 2026-06-30, Sippican Capital Advisors reported 2.77K LLY (shares), valued at $3.32M, or 2.03% of its reported non-derivative portfolio. Filed 2026-07-22.
Verify history & sources →Shares decreased 1.95%; reported value increased 27.87%, and weight changed +0.25 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 | 2.03% | 2,769 | SEC filing ↗Filed Jul 22, 2026 |
| Q1 2026 | 1.78% | 2,824 | SEC filing ↗Filed Apr 23, 2026 |
| Q4 2025 | 2.07% | 2,999 | SEC filing ↗Filed Jan 23, 2026 |
| Q3 2025 | 1.59% | 3,162 | SEC filing ↗Filed Oct 27, 2025 |
| Q2 2025 | 1.77% | 3,127 | SEC filing ↗Filed Jul 25, 2025 |
| Q1 2025 | 1.96% | 3,147 | SEC filing ↗Filed Apr 28, 2025 |
| Q4 2024 | 1.91% | 3,390 | SEC filing ↗Filed Jan 23, 2025 |
| Q3 2024 | 2.13% | 3,444 | SEC filing ↗Filed Oct 28, 2024 |
| Q2 2024 | 2.49% | 3,469 | SEC filing ↗Filed Aug 6, 2024 |
| Q1 2024 | 2.17% | 3,586 | SEC filing ↗Filed May 2, 2024 |
| Q4 2023 | 2.14% | 4,677 | SEC filing ↗Filed Jan 30, 2024 |
| Q3 2023 | 1.89% | 3,836 | SEC filing ↗Filed Oct 24, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.89% | 3,836 | $2.06M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 24, 2023 |
| Q4 2023 | 2.14% | 4,677 | $2.73M | Shares increased 21.92%; reported value increased 32.32%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2024 |
| Q1 2024 | 2.17% | 3,586 | $2.79M | Shares decreased 23.33%; reported value increased 2.33%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2024 |
| Q2 2024 | 2.49% | 3,469 | $3.14M | Shares decreased 3.26%; reported value increased 12.58%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2024 |
| Q3 2024 | 2.13% | 3,444 | $3.05M | Shares decreased 0.72%; reported value decreased 2.85%, and weight changed -0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2024 |
| Q4 2024 | 1.91% | 3,390 | $2.62M | Shares decreased 1.57%; reported value decreased 14.23%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2025 |
| Q1 2025 | 1.96% | 3,147 | $2.60M | Shares decreased 7.17%; reported value decreased 0.69%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2025 |
| Q2 2025 | 1.77% | 3,127 | $2.44M | Shares decreased 0.64%; reported value decreased 6.22%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2025 |
| Q3 2025 | 1.59% | 3,162 | $2.41M | Shares increased 1.12%; reported value decreased 1.02%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 27, 2025 |
| Q4 2025 | 2.07% | 2,999 | $3.22M | Shares decreased 5.15%; reported value increased 33.59%, and weight changed +0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2026 |
| Q1 2026 | 1.78% | 2,824 | $2.60M | Shares decreased 5.84%; reported value decreased 19.41%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2026 |
| Q2 2026 | 2.03% | 2,769 | $3.32M | Shares decreased 1.95%; reported value increased 27.87%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 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.