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Eli Lilly and Company

LLY

Eli Lilly and Company

Eli Lilly and Company historical holders

total: 12

Mairs & Power Growth Fund Eli Lilly and Company transactions over time

Total transactions:
12
New positions:
1
Added:
3
Reduced:
8
Held since:
2019 Q3
Held for:
27 quarters
Latest activity:
2026 Q1
Mairs & Power Growth Fund has been an institutional investor in Eli Lilly and Company (LLY) since 2019 Q3. According to 2026 Q1 report, Mairs & Power Growth Fund holds 138,343 shares with a market value of roughly $127.24M representing 2.54% of their equity portfolio. The fund/company first acquired LLY in 2019 Q3, initially purchasing 229,031 shares. Since the initial investment, Mairs & Power Growth Fund has made 11 more transactions in this position.

Does Mairs & Power Growth Fund still hold LLY?

Yes, Mairs & Power Growth Fund continues to hold Eli Lilly and Company (LLY). According to their 2026 Q1 report, they maintain a position of 138,343 shares valued at approximately $127.24M, representing 2.54% of their equity portfolio.

When did Mairs & Power Growth Fund first invest in LLY?

Mairs & Power Growth Fund first invested in Eli Lilly and Company (LLY) in 2019 Q3 at the reported quarter-end price of $111.83 per share, acquiring 229,031 shares in their initial purchase.

What is Mairs & Power Growth Fund's average cost basis for LLY?

Based on historical transaction data, Mairs & Power Growth Fund's estimated cost basis for Eli Lilly and Company (LLY) is approximately $195.10 per share. This represents their average reported price* across all buy transactions.

Estimated cost basis*

Weighted AVG buy price:
$195.10
Weighted AVG sell price:
$347.56

LLY transactions history by Mairs & Power Growth Fund

12 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
2.54%
138,343
$919.77
$127,243,741
-9.31% (-14,196)
-0.24%
2025 Q1
2.46%
152,539
$825.91
$125,983,485
+22.48% (+28,000)
+0.45%
2023 Q4
1.45%
124,539
$582.92
$72,596,274
-8.12% (-11,000)
-0.14%
2023 Q3
1.62%
135,539
$537.13
$72,802,063
-16.33% (-26,461)
-0.29%
2023 Q2
1.56%
162,000
$468.98
$75,974,760
-19.00% (-38,000)
-0.39%
2023 Q1
1.51%
200,000
$343.42
$68,684,000
+43.88% (+61,000)
+0.46%
2022 Q3
1.06%
139,000
$323.35
$44,945,650
-8.55% (-13,000)
-0.09%
2022 Q2
1.10%
152,000
$324.23
$49,282,960
-40.39% (-103,000)
-0.61%
2020 Q2
1.00%
$164.18
-23.66% (-79,031)
2020 Q1
1.27%
$138.72
-4.30% (-15,000)
2019 Q4
0.99%
$131.43
+52.39% (+120,000)
2019 Q3
0.58%
$111.83
new
* 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.
* 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.