SEC 13F Intelligence

Beaton Management Co. Inc. / LLY

Beaton Management Co. Inc.’s Eli Lilly & Co Position

Does Beaton Management Co. Inc. own Eli Lilly & Co (LLY)? Yes5.9K shares worth $5M (+2.41% of its 13F portfolio) as of Q1 2026, down from 5.9K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
5.9K
% of Portfolio
+2.41%
Quarters Held
23
currently held

Position History LLY

Reported value by quarter
Q1 ’19: $499,000Q1 ’19Q2 ’19: $426,000Q3 ’19: $502,000Q4 ’19: $591,000Q4 ’19Q1 ’20: $623,000Q2 ’20: $738,000Q3 ’20: $665,000Q3 ’20Q4 ’20: $759,000Q1 ’21: $2MQ2 ’21: $1MQ2 ’21Q3 ’21: $1MQ4 ’21: $1MQ1 ’22: $1MQ1 ’22Q4 ’23: $3MQ1 ’24: $4MQ2 ’24: $5MQ2 ’24Q3 ’24: $5MQ4 ’24: $5MQ1 ’25: $5MQ1 ’25Q2 ’25: $5MQ3 ’25: $5MQ4 ’25: $6MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.9K$5M+2.41%
Q4 20255.9K$6M+2.80%
Q3 20255.9K$5M+2.06%
Q2 20255.9K$5M+2.25%
Q1 20255.9K$5M+2.53%
Q4 20245.9K$5M+2.30%
Q3 20245.7K$5M+2.58%
Q2 20245.7K$5M+2.79%
Q1 20245.7K$4M+2.43%
Q4 20235.7K$3M+1.99%
Q1 20224.9K$1M+0.86%
Q4 20214.9K$1M+0.80%
Q3 20214.9K$1M+0.76%
Q2 20214.9K$1M+0.72%
Q1 20219.0K$2M+0.58%
Q4 20204.5K$759,000+0.56%
Q3 20204.5K$665,000+0.55%
Q2 20204.5K$738,000+0.66%
Q1 20204.5K$623,000+0.62%
Q4 20194.5K$591,000+0.46%
Q3 20194.5K$502,000+0.41%
Q2 20193.8K$426,000+0.35%
Q1 20193.8K$499,000+0.43%

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