Ted Buchan & Co LLY — LILLY ELI & CO

Ownership history in Ted Buchan & Co  ·  8 quarters on record

AI Ownership Summary

Ted Buchan & Co reported LILLY ELI & CO (LLY) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 1.56% in 2025 Q4. The latest visible filing shows LLY at 1.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ted Buchan & Co's position in LILLY ELI & CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LLY was reported at 1.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.56% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LLY stock page Ted Buchan & Co fund profile Ted Buchan & Co full holdings
How Ted Buchan & Co held LLY — position size vs. price
% of Fund (quarterly)    LLY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 4,044 +92 +2.3% 1.35% $3.7M 2026-05-14 $1004.97
2025 Q4 ADDED — — — 3,952 +30 +0.8% 1.56% $4.2M 2026-02-11 $1011.78
2025 Q3 ADDED — — — 3,922 +195 +5.2% 1.17% $3.0M 2025-11-12 $1012.85
2025 Q2 ADDED — — — 3,727 +1,227 +49.1% 1.16% $2.9M 2025-08-13 $655.85
2025 Q1 ADDED — — — 2,500 +51 +2.1% 0.98% $2.1M 2025-05-13 $739.30
2024 Q4 ADDED — — — 2,449 +313 +14.7% 0.89% $1.9M 2025-02-13 $862.48
2024 Q3 ADDED — — — 2,136 +347 +19.4% 0.90% $1.9M 2024-11-01 $808.78
2024 Q2 INITIATED — — — 1,789 — — 0.51% $614K 2024-09-06 $891.52

🏢 Other funds also holding LLY

As of 2026 Q1 — sorted by position size

LILLY ENDOWMENT INC 3Y 7Y 100.0% Private Capital Advisors, Inc. 3Y 7Y 42.82% Bedel Financial Consulting, Inc. 3Y 7Y 33.92% PNC FINANCIAL SERVICES GROUP, INC. 3Y 7Y 27.26% Goelzer Investment Management, Inc. 3Y 7Y 24.04% Holistic Financial Partners 3Y 7Y 23.14% Cascade Financial Partners, LLC 22.44% WEATHERLY ASSET MANAGEMENT L. P. 3Y 7Y 20.31% VEGA INVESTMENT SOLUTIONS 20.2% SAPIENT CAPITAL LLC 20.02%

FAQ About Ted Buchan & Co and LLY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ted Buchan & Co reported owning LLY?

Ted Buchan & Co reported LLY across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported LLY position in Ted Buchan & Co's portfolio?

The largest reported portfolio weight for LLY was 1.56% in 2025 Q4.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2026 Q1, when Ted Buchan & Co reported 4,044 shares, equal to 1.35% of portfolio, with an estimated market value of $3.7M.

What does the chart on this LLY ownership page compare?

The chart compares Ted Buchan & Co's quarterly LLY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Ted Buchan & Co time their LLY position?

Based on 13F filing dates vs. subsequent LLY price moves, Ted Buchan & Co correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on LLY relative to SPY over the holding period was -12.6%.

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