SEC 13F Intelligence

Grassi Investment Management / LLY

Grassi Investment Management’s Eli Lilly & Co Position

Does Grassi Investment Management own Eli Lilly & Co (LLY)? Yes — 79.9K shares worth $62M (+4.96% of its 13F portfolio) as of Q2 2025, up from 79.7K shares the prior filed quarter.

Position Value
$62M
Q2 2025
Shares
79.9K
% of Portfolio
+4.96%
Quarters Held
27
currently held

Position History LLY

Reported value by quarter
Q4 ’18: $10MQ4 ’18Q1 ’19: $11MQ2 ’19: $9MQ3 ’19: $9MQ4 ’19: $11MQ4 ’19Q1 ’20: $11MQ2 ’20: $13MQ3 ’20: $12MQ4 ’20: $13MQ4 ’20Q1 ’21: $15MQ2 ’21: $18MQ3 ’21: $18MQ4 ’21: $22MQ4 ’21Q1 ’22: $23MQ2 ’22: $26MQ3 ’22: $26MQ4 ’22: $29MQ4 ’22Q1 ’23: $27MQ2 ’23: $37MQ3 ’23: $43MQ4 ’23: $46MQ4 ’23Q1 ’24: $62MQ2 ’24: $72MQ3 ’24: $70MQ4 ’24: $61MQ4 ’24Q1 ’25: $66MQ2 ’25: $62Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202579.9K$62M+4.96%
Q1 202579.7K$66M+6.09%
Q4 202479.5K$61M+5.24%
Q3 202479.3K$70M+6.07%
Q2 202479.5K$72M+6.38%
Q1 202479.1K$62M+5.57%
Q4 202379.1K$46M+4.84%
Q3 202379.4K$43M+4.91%
Q2 202379.4K$37M+4.10%
Q1 202379.4K$27M+3.38%
Q4 202279.4K$29M+3.92%
Q3 202279.4K$26M+3.74%
Q2 202279.4K$26M+3.40%
Q1 202279.4K$23M+2.38%
Q4 202179.4K$22M+2.19%
Q3 202179.4K$18M+2.06%
Q2 202179.4K$18M+1.98%
Q1 202179.6K$15M+1.69%
Q4 202079.9K$13M+1.71%
Q3 202079.9K$12M+1.68%
Q2 202079.9K$13M+1.89%
Q1 202079.9K$11M+1.94%
Q4 201979.9K$11M+1.42%
Q3 201979.9K$9M+1.34%
Q2 201979.8K$9M+1.30%
Q1 201986.5K$11M+1.66%
Q4 201886.5K$10M+1.72%

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