SEC 13F Intelligence

Liberty One Investment Management, LLC / LLY

Liberty One Investment Management, LLC’s Eli Lilly & Co Position

Does Liberty One Investment Management, LLC own Eli Lilly & Co (LLY)? Yes31.6K shares worth $29M (+3.00% of its 13F portfolio) as of Q1 2026, up from 26.0K shares the prior filed quarter.

Position Value
$29M
Q1 2026
Shares
31.6K
% of Portfolio
+3.00%
Quarters Held
25
currently held

Position History LLY

Reported value by quarter
Q1 ’20: $14MQ1 ’20Q2 ’20: $17MQ3 ’20: $15MQ4 ’20: $17MQ1 ’21: $16MQ1 ’21Q2 ’21: $20MQ3 ’21: $20MQ4 ’21: $23MQ1 ’22: $24MQ1 ’22Q2 ’22: $20MQ3 ’22: $22MQ4 ’22: $25MQ1 ’23: $24MQ1 ’23Q2 ’23: $32MQ3 ’23: $34MQ4 ’23: $36MQ1 ’24: $45MQ1 ’24Q2 ’24: $34,803Q3 ’24: $33MQ4 ’24: $29MQ1 ’25: $30MQ1 ’25Q2 ’25: $29MQ3 ’25: $59MQ4 ’25: $28MQ1 ’26: $29MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202631.6K$29M+3.00%
Q4 202526.0K$28M+3.57%
Q3 202576.7K$59M+3.29%
Q2 202537.5K$29M+2.95%
Q1 202535.8K$30M+2.99%
Q4 202437.4K$29M+3.13%
Q3 202437.5K$33M+3.39%
Q2 202438.4K$34,803+3.92%
Q1 202457.6K$45M+5.07%
Q4 202361.0K$36M+4.39%
Q3 202362.7K$34M+4.88%
Q2 202367.6K$32M+4.11%
Q1 202369.5K$24M+3.26%
Q4 202268.3K$25M+3.59%
Q3 202269.5K$22M+3.70%
Q2 202288.3K$20M+3.45%
Q1 202283.5K$24M+3.63%
Q4 202183.8K$23M+3.49%
Q3 202184.7K$20M+3.34%
Q2 202188.3K$20M+3.42%
Q1 202188.2K$16M+2.94%
Q4 2020102.8K$17M+3.26%
Q3 2020102.4K$15M+3.10%
Q2 2020101.9K$17M+3.75%
Q1 2020102.1K$14M+3.65%

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