SEC 13F Intelligence

Essex Financial Services, Inc. / LLY

Essex Financial Services, Inc.’s Eli Lilly & Co Position

Does Essex Financial Services, Inc. own Eli Lilly & Co (LLY)? Yes — 23.2K shares worth $21M (+1.20% of its 13F portfolio) as of Q1 2026, up from 23.2K shares the prior filed quarter.

Position Value
$21M
Q1 2026
Shares
23.2K
% of Portfolio
+1.20%
Quarters Held
30
currently held

Position History LLY

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $4MQ2 ’19: $3MQ3 ’19: $3MQ4 ’19: $4MQ4 ’19Q1 ’20: $3MQ2 ’20: $3MQ3 ’20: $3MQ4 ’20: $4MQ4 ’20Q1 ’21: $5MQ2 ’21: $5MQ3 ’21: $6MQ4 ’21: $6MQ4 ’21Q1 ’22: $7MQ2 ’22: $8MQ3 ’22: $8MQ4 ’22: $9,385Q4 ’22Q1 ’23: $9MQ2 ’23: $12MQ3 ’23: $14MQ4 ’23: $15MQ4 ’23Q1 ’24: $21MQ2 ’24: $24MQ3 ’24: $24MQ4 ’24: $20MQ4 ’24Q1 ’25: $21MQ2 ’25: $19MQ3 ’25: $18MQ4 ’25: $25MQ4 ’25Q1 ’26: $21Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202623.2K$21M+1.20%
Q4 202523.2K$25M+1.42%
Q3 202523.4K$18M+1.07%
Q2 202524.2K$19M+1.24%
Q1 202525.1K$21M+1.49%
Q4 202426.0K$20M+1.42%
Q3 202426.1K$24M+1.71%
Q2 202428.2K$24M+1.77%
Q1 202426.6K$21M+1.91%
Q4 202325.1K$15M+1.51%
Q3 202325.4K$14M+1.58%
Q2 202325.6K$12M+1.37%
Q1 202325.2K$9M+0.91%
Q4 202225.7K$9,385+0.99%
Q3 202225.2K$8M+0.97%
Q2 202225.3K$8M+0.91%
Q1 202225.2K$7M+0.69%
Q4 202123.2K$6M+0.63%
Q3 202124.0K$6M+0.63%
Q2 202125.2K$5M+0.68%
Q1 202125.2K$5M+0.84%
Q4 202025.8K$4M+0.86%
Q3 202023.5K$3M+0.85%
Q2 202021.3K$3M+1.08%
Q1 202023.2K$3M+1.14%
Q4 201929.7K$4M+1.08%
Q3 201928.7K$3M+1.03%
Q2 201929.2K$3M+0.95%
Q1 201930.4K$4M+1.19%
Q4 201831.1K$4M+1.10%

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