SEC 13F Intelligence

Appleton Partners Inc/Ma / LLY

Appleton Partners Inc/Ma’s Eli Lilly & Co Position

Does Appleton Partners Inc/Ma own Eli Lilly & Co (LLY)? Yes19.1K shares worth $18M (+1.22% of its 13F portfolio) as of Q1 2026, up from 18.1K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
19.1K
% of Portfolio
+1.22%
Quarters Held
30
currently held

Position History LLY

Reported value by quarter
Q4 ’18: $606,000Q4 ’18Q1 ’19: $661,000Q2 ’19: $590,000Q3 ’19: $595,000Q4 ’19: $632,000Q4 ’19Q1 ’20: $891,000Q2 ’20: $1MQ3 ’20: $899,000Q4 ’20: $1MQ4 ’20Q1 ’21: $1MQ2 ’21: $2MQ3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $3MQ3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $4MQ2 ’25: $4MQ3 ’25: $14MQ4 ’25: $19MQ4 ’25Q1 ’26: $18Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202619.1K$18M+1.22%
Q4 202518.1K$19M+1.28%
Q3 202518.2K$14M+0.93%
Q2 20254.6K$4M+0.26%
Q1 20254.7K$4M+0.30%
Q4 20244.8K$4M+0.28%
Q3 20244.9K$4M+0.32%
Q2 20244.9K$4M+0.34%
Q1 20245.1K$4M+0.31%
Q4 20235.4K$3M+0.25%
Q3 20235.5K$3M+0.26%
Q2 20236.0K$3M+0.24%
Q1 20236.1K$2M+0.19%
Q4 20226.2K$2M+0.22%
Q3 20226.5K$2M+0.21%
Q2 20226.6K$2M+0.20%
Q1 20226.5K$2M+0.15%
Q4 20216.6K$2M+0.14%
Q3 20216.7K$2M+0.13%
Q2 20216.9K$2M+0.14%
Q1 20216.2K$1M+0.11%
Q4 20206.2K$1M+0.10%
Q3 20206.1K$899,000+0.10%
Q2 20206.2K$1M+0.12%
Q1 20206.4K$891,000+0.12%
Q4 20194.8K$632,000+0.07%
Q3 20195.3K$595,000+0.07%
Q2 20195.3K$590,000+0.07%
Q1 20195.1K$661,000+0.09%
Q4 20185.2K$606,000+0.09%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Appleton Partners Inc/Ma’s full portfolio or all institutional holders of LLY.