SEC 13F Intelligence

Aldebaran Financial Inc. / LLY

Aldebaran Financial Inc.’s Eli Lilly & Co Position

Does Aldebaran Financial Inc. own Eli Lilly & Co (LLY)? Yes2.0K shares worth $2M (+1.71% of its 13F portfolio) as of Q1 2026, up from 1.9K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
2.0K
% of Portfolio
+1.71%
Quarters Held
23
currently held

Position History LLY

Reported value by quarter
Q4 ’18: $677,000Q4 ’18Q1 ’19: $759,000Q2 ’19: $648,000Q3 ’19: $649,000Q3 ’19Q4 ’19: $769,000Q1 ’20: $812,000Q2 ’21: $245,000Q2 ’21Q3 ’21: $245,000Q4 ’21: $293,000Q1 ’22: $333,000Q1 ’22Q2 ’22: $372,000Q3 ’22: $378,000Q3 ’23: $323,889Q3 ’23Q4 ’23: $351,501Q1 ’24: $476,889Q2 ’24: $654,590Q2 ’24Q3 ’24: $968,332Q4 ’24: $976,586Q1 ’25: $1MQ1 ’25Q2 ’25: $1MQ3 ’25: $1MQ4 ’25: $2MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.0K$2M+1.71%
Q4 20251.9K$2M+1.85%
Q3 20251.8K$1M+1.34%
Q2 20251.4K$1M+1.24%
Q1 20251.3K$1M+1.26%
Q4 20241.3K$976,586+1.14%
Q3 20241.1K$968,332+1.14%
Q2 2024723$654,590+0.86%
Q1 2024613$476,889+0.67%
Q4 2023603$351,501+0.52%
Q3 2023603$323,889+0.51%
Q3 20221.2K$378,000+0.42%
Q2 20221.2K$372,000+0.39%
Q1 20221.2K$333,000+0.26%
Q4 20211.1K$293,000+0.22%
Q3 20211.1K$245,000+0.20%
Q2 20211.1K$245,000+0.20%
Q1 20205.8K$812,000+0.79%
Q4 20195.8K$769,000+0.58%
Q3 20195.8K$649,000+0.43%
Q2 20195.8K$648,000+0.45%
Q1 20195.8K$759,000+0.53%
Q4 20185.8K$677,000+0.52%

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