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Saratoga Research & Investment Management: LLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Saratoga Research & Investment Management on LLY, newest first. How the timeline and the estimate are built.

Saratoga Research & Investment Management held 53,862 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,862 shares
    Change vs previous 13F +7,337 shares

    3.53% of the 13F portfolio, value $64,603,699.

    13F-HR 0001477872-26-000004 filed by Saratoga Research & Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 46,525 shares
    Change vs previous 13F -1,630 shares

    2.43% of the 13F portfolio, value $42,792,299.

    13F-HR 0001477872-26-000003 filed by Saratoga Research & Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 48,155 shares
    Change vs previous 13F -13,304 shares

    2.71% of the 13F portfolio, value $51,751,215.

    13F-HR 0001477872-26-000001 filed by Saratoga Research & Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 61,459 shares
    Change vs previous 13F +24,226 shares

    2.44% of the 13F portfolio, value $46,893,217.

    13F-HR 0001477872-25-000007 filed by Saratoga Research & Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 37,233 shares
    Change vs previous 13F +6,797 shares

    1.55% of the 13F portfolio, value $29,024,240.

    13F-HR 0001477872-25-000005 filed by Saratoga Research & Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 30,436 shares
    Change vs previous 13F -871 shares

    1.33% of the 13F portfolio, value $25,137,397.

    13F-HR 0001477872-25-000004 filed by Saratoga Research & Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 31,307 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $24,169,004.

    13F-HR 0001477872-25-000002 filed by Saratoga Research & Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).