Lokken Investment Group LLC / LLY
Lokken Investment Group LLC’s Eli Lilly & Co Position
Does Lokken Investment Group LLC own Eli Lilly & Co (LLY)? Yes — 4.1K shares worth $3M (+1.07% of its 13F portfolio) as of Q3 2025, down from 5.4K shares the prior filed quarter.
Position Value
$3M
Q3 2025
Shares
4.1K
% of Portfolio
+1.07%
Quarters Held
20
currently held
Position History LLY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2025 | 4.1K | $3M | +1.07% |
| Q2 2025 | 5.4K | $4M | +1.63% |
| Q1 2025 | 5.6K | $5M | +1.96% |
| Q4 2024 | 4.1K | $3M | +1.37% |
| Q3 2024 | 4.2K | $4M | +1.54% |
| Q2 2024 | 4.2K | $4M | +1.79% |
| Q1 2024 | 4.5K | $4M | +1.76% |
| Q4 2023 | 4.8K | $3M | +1.57% |
| Q3 2023 | 4.8K | $3M | +1.68% |
| Q2 2023 | 4.8K | $2M | +1.46% |
| Q1 2023 | 4.9K | $2M | +1.28% |
| Q4 2022 | 5.0K | $2M | +1.45% |
| Q3 2022 | 4.9K | $2M | +1.38% |
| Q2 2022 | 4.9K | $2M | +1.30% |
| Q1 2022 | 5.0K | $1M | +1.17% |
| Q4 2021 | 5.0K | $1M | +0.99% |
| Q3 2021 | 4.6K | $1M | +0.85% |
| Q2 2021 | 4.7K | $1M | +0.88% |
| Q1 2021 | 4.7K | $886,000 | +0.78% |
| Q4 2020 | 5.2K | $871,000 | +0.80% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lokken Investment Group LLC’s full portfolio or all institutional holders of LLY.