Paul Lountzis
Lountzis Asset Management
Paul Lountzis Eli Lilly and Company stake
total: 139
Lountzis Asset Management LLY trades
- Total transactions:
- 2
- New positions:
- 1
- Added:
- 1
- Held since:
- 2025 Q1
- Held for:
- 6 quarters
- Latest activity:
- 2026 Q1
According to 2026 Q2 report, Paul Lountzis holds 312 Eli Lilly and Company (LLY) shares with a market value of roughly $374.22K accounting for 0.12% of the overall portfolio. To date, the estimated cost basis is nearly $880.01 for "buy" trades. Lountzis Asset Management first purchased LLY in 2025 Q1, initially acquiring 292 shares. Since the initial investment in Eli Lilly and Company (LLY), Lountzis Asset Management has made 1 more transaction.
When did Paul Lountzis buy Eli Lilly and Company (LLY)?
Paul Lountzis first invested in Eli Lilly and Company (LLY) in 2025 Q1 at the reported quarter-end price of $877.29 per share.
What's the cost basis of Lountzis Asset Management's LLY stake?
The estimated cost basis for Eli Lilly and Company (LLY) stake is around $880.01 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $880.01
Paul Lountzis's historical trades in Eli Lilly and Company
2 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
0.11%
|
312
|
$919.77
|
$286,968
|
+6.85% (+20)
|
+0.01%
|
|
2025 Q1
|
0.10%
|
292
|
$877.29
|
$256,169
|
new
|
+0.1%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.