SEC 13F Intelligence

Puzo Michael J / LLY

Puzo Michael J’s Eli Lilly & Co Position

Does Puzo Michael J own Eli Lilly & Co (LLY)? Yes — 8.8K shares worth $8M (+2.36% of its 13F portfolio) as of Q1 2026, up from 8.2K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
8.8K
% of Portfolio
+2.36%
Quarters Held
30
currently held

Position History LLY

Reported value by quarter
Q4 ’18: $478,000Q4 ’18Q1 ’19: $469,000Q2 ’19: $389,000Q3 ’19: $390,000Q4 ’19: $458,000Q4 ’19Q1 ’20: $483,000Q2 ’20: $556,000Q3 ’20: $494,000Q4 ’20: $563,000Q4 ’20Q1 ’21: $605,000Q2 ’21: $720,000Q3 ’21: $673,000Q4 ’21: $760,000Q4 ’21Q1 ’22: $788,000Q2 ’22: $827,000Q3 ’22: $825,000Q4 ’22: $932,892Q4 ’22Q1 ’23: $764,109Q2 ’23: $891,062Q3 ’23: $792,266Q4 ’23: $743,223Q4 ’23Q1 ’24: $855,756Q2 ’24: $860,111Q3 ’24: $691,033Q4 ’24: $505,660Q4 ’24Q1 ’25: $2MQ2 ’25: $4MQ3 ’25: $6MQ4 ’25: $9MQ4 ’25Q1 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20268.8K$8M+2.36%
Q4 20258.2K$9M+2.41%
Q3 20257.6K$6M+1.57%
Q2 20254.6K$4M+1.02%
Q1 20252.5K$2M+0.60%
Q4 2024655$505,660+0.14%
Q3 2024780$691,033+0.18%
Q2 2024950$860,111+0.24%
Q1 20241.1K$855,756+0.24%
Q4 20231.3K$743,223+0.24%
Q3 20231.5K$792,266+0.27%
Q2 20231.9K$891,062+0.28%
Q1 20232.2K$764,109+0.25%
Q4 20222.5K$932,892+0.34%
Q3 20222.5K$825,000+0.31%
Q2 20222.5K$827,000+0.29%
Q1 20222.8K$788,000+0.24%
Q4 20212.8K$760,000+0.21%
Q3 20212.9K$673,000+0.21%
Q2 20213.1K$720,000+0.22%
Q1 20213.2K$605,000+0.19%
Q4 20203.3K$563,000+0.18%
Q3 20203.3K$494,000+0.18%
Q2 20203.4K$556,000+0.21%
Q1 20203.5K$483,000+0.21%
Q4 20193.5K$458,000+0.16%
Q3 20193.5K$390,000+0.15%
Q2 20193.5K$389,000+0.14%
Q1 20193.6K$469,000+0.18%
Q4 20184.1K$478,000+0.21%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Puzo Michael J’s full portfolio or all institutional holders of LLY.