13F Portfolios

Exome Asset Management LLC — ELI LILLY & CO LLY: Quarterly 13F Position History

Exome Asset Management LLC has reported ELI LILLY & CO (LLY) on 10 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2023. As of Q1 2026, the position is sized at 7,012 shares ($6.4M market value, 3.79% of the equity book). Quarter-over-quarter share count change: 840 (-10.7%) .

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 10 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 7,012 840 -10.7% $6.4M 3.79% $919.77
Q4 2025 7,852 0 $8.4M 4.17% $1074.68
Q3 2025 7,852 +3,179 +68.0% $6.0M 3.96% $763.00
Q2 2025 4,673 0 $3.6M 3.00% $779.53
Q1 2025 4,673 3,574 -43.3% $3.9M 3.46% $825.91
Q4 2024 8,247 2,200 -21.1% $6.4M 4.79% $772.00
Q3 2024 10,447 +747 +7.7% $9.3M 6.35% $885.94
Q2 2024 9,700 0 $8.8M 7.65% $905.38
Q1 2024 9,700 0 $7.5M 6.46% $777.96
Q4 2023 9,700 $5.7M 5.59% $582.92

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did Exome Asset Management LLC first disclose a LLY position in 13F-HR filings?

Exome Asset Management LLC first reported ELI LILLY & CO (LLY) on its 13F-HR filing for the period ending 2023-12-31 (Q4 2023). The position has appeared on 10 reported quarters within Pactolio's tracked window.

What was Exome Asset Management LLC's most recent quarter-over-quarter share-count change in LLY?

Between Q4 2025 and Q1 2026, Exome Asset Management LLC reduced its LLY position by 840 shares (-10.7%), leaving 7,012 shares at a market value of $6.4M.

Does the implied price-per-share represent Exome Asset Management LLC's cost basis in LLY?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.