ELI LILLY & CO · CUSIP 532457108 · CIK 1730511
As of 2026-06-30, Bedel Financial Consulting, Inc. reported 328.20K LLY (shares), valued at $393.65M, or 37.76% of its reported non-derivative portfolio. Filed 2026-07-29.
Verify history & sources →Shares increased 0.19%; reported value increased 30.65%, and weight changed +3.13 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 | 37.76% | 328,198 | SEC filing ↗Filed Jul 29, 2026 |
| Q1 2026 | 34.63% | 327,576 | SEC filing ↗Filed May 4, 2026 |
| Q4 2025 | 37.94% | 328,037 | SEC filing ↗Filed Jan 28, 2026 |
| Q3 2025 | 32.02% | 328,481 | SEC filing ↗Filed Nov 7, 2025 |
| Q2 2025 | 34.99% | 328,690 | SEC filing ↗Filed Aug 12, 2025 |
| Q1 2025 | 36.55% | 328,664 | SEC filing ↗Filed May 7, 2025 |
| Q4 2024 | 38.15% | 325,864 | SEC filing ↗Filed Feb 6, 2025 |
| Q3 2024 | 40.73% | 325,855 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 43.40% | 327,110 | SEC filing ↗Filed Aug 5, 2024 |
| Q1 2024 | 40.30% | 330,199 | SEC filing ↗Filed May 7, 2024 |
| Q4 2023 | 35.34% | 330,513 | SEC filing ↗Filed Feb 8, 2024Amended |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 35.34% | 330,513 | $192.66M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 40.30% | 330,199 | $256.88M | Shares decreased 0.10%; reported value increased 33.33%, and weight changed +4.96 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2024 |
| Q2 2024 | 43.40% | 327,110 | $296.16M | Shares decreased 0.94%; reported value increased 15.29%, and weight changed +3.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2024 |
| Q3 2024 | 40.73% | 325,855 | $288.69M | Shares decreased 0.38%; reported value decreased 2.52%, and weight changed -2.67 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 38.15% | 325,864 | $274.44M | Shares increased 0.00%; reported value decreased 4.94%, and weight changed -2.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2025 |
| Q1 2025 | 36.55% | 328,664 | $254.75M | Shares increased 0.86%; reported value decreased 7.17%, and weight changed -1.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2025 |
| Q2 2025 | 34.99% | 328,690 | $256.22M | Shares increased 0.01%; reported value increased 0.58%, and weight changed -1.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2025 |
| Q3 2025 | 32.02% | 328,481 | $250.63M | Shares decreased 0.06%; reported value decreased 2.18%, and weight changed -2.97 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2025 |
| Q4 2025 | 37.94% | 328,037 | $352.53M | Shares decreased 0.14%; reported value increased 40.66%, and weight changed +5.92 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2026 |
| Q1 2026 | 34.63% | 327,576 | $301.29M | Shares decreased 0.14%; reported value decreased 14.53%, and weight changed -3.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 4, 2026 |
| Q2 2026 | 37.76% | 328,198 | $393.65M | Shares increased 0.19%; reported value increased 30.65%, and weight changed +3.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2026 |
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