David Katz - Matrix Asset Advisors
Holding/activity history for Eli Lilly and Co. (LLY)
← All LLY superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 311 | 0.03 | Reduce 4.31% | <0.01 | $850.51–1,149.10 · VW $1,034.87i | $285,592 | SEC |
| 2025 Q4 | 325 | 0.03 | Reduce 0.91% | <0.01 | $977.12–1,133.95 · VW $1,054.35i | $349,751 | SEC |
| 2025 Q3 | 328 | 0.02 | Add 0.92% | <0.01 | $712.05–1,111.99 · VW $966.50i | $250,566 | SEC |
| 2025 Q2 | 325 | 0.03 | Reduce 4.41% | <0.01 | $623.78–825.00 · VW $727.12i | $253,604 | SEC |
| 2025 Q1 | 340 | 0.03 | Add 12.58% | <0.01 | $677.09–935.63 · VW $783.46i | $281,029 | SEC |
| 2024 Q4 | 302 | 0.03 | $772.00 | $233,144 | SEC | ||
| 2024 Q3 | 302 | 0.03 | Add 1.68% | <0.01 | $711.40–969.65 · VW $825.47i | $267,554 | SEC |
| 2024 Q2 | 297 | 0.03 | $905.72 | $269,000 | SEC | ||
| 2024 Q1 | 297 | 0.03 | Buy | 0.03 | $718.30–826.21 · VW $788.28i | $231,054 | SEC |
| 2005 Q1 | 0 | 0.00 | Sell 100.00% | 0.29 | $51.08–60.98 · VW $56.79i | SEC | |
| 2004 Q4 | 68,050 | 0.29 | Buy | 0.29 | $52.86–58.01 · VW $55.62i | $3,862,000 | SEC |
| 2004 Q1 | 0 | 0.00 | Sell 100.00% | 0.22 | $64.51–76.95 · VW $71.71i | SEC | |
| 2003 Q4 | 27,740 | 0.22 | Reduce 48.82% | 0.22 | $66.55–74.71 · VW $71.73i | $1,951,000 | SEC |
| 2003 Q3 | 54,200 | 0.45 | Buy | 0.45 | $57.90–72.80 · VW $66.50i | $3,219,000 | SEC |
Price snapshot:
Current price$1,181.87
Avg. buy price$784.79
+/- since buy50.60%
52-week low$619.40
52-week high$1,249.45