SEC 13F Intelligence

Affinity Wealth Management LLC / LLY

Affinity Wealth Management LLC’s Eli Lilly & Co Position

Does Affinity Wealth Management LLC own Eli Lilly & Co (LLY)? Yes13.4K shares worth $12M (+1.87% of its 13F portfolio) as of Q1 2026, up from 13.4K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
13.4K
% of Portfolio
+1.87%
Quarters Held
19
currently held

Position History LLY

Reported value by quarter
Q1 ’19: $298,000Q1 ’19Q2 ’19: $273,000Q2 ’20: $217,000Q2 ’22: $4MQ2 ’22Q3 ’22: $4MQ4 ’22: $4MQ1 ’23: $4MQ1 ’23Q2 ’23: $6MQ3 ’23: $7MQ4 ’23: $8MQ4 ’23Q1 ’24: $10MQ2 ’24: $12MQ3 ’24: $11MQ3 ’24Q4 ’24: $10MQ1 ’25: $11MQ2 ’25: $10MQ2 ’25Q3 ’25: $10MQ4 ’25: $14MQ1 ’26: $12MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202613.4K$12M+1.87%
Q4 202513.4K$14M+2.04%
Q3 202513.2K$10M+1.48%
Q2 202513.0K$10M+1.62%
Q1 202512.8K$11M+1.96%
Q4 202412.8K$10M+1.75%
Q3 202412.7K$11M+1.99%
Q2 202412.8K$12M+2.11%
Q1 202413.1K$10M+1.89%
Q4 202313.2K$8M+1.58%
Q3 202312.9K$7M+1.60%
Q2 202312.7K$6M+1.36%
Q1 202312.6K$4M+1.02%
Q4 202212.3K$4M+1.06%
Q3 202211.9K$4M+0.96%
Q2 202211.8K$4M+0.91%
Q2 20201.4K$217,000+0.27%
Q2 20192.5K$273,000+0.11%
Q1 20192.3K$298,000+0.12%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Affinity Wealth Management LLC’s full portfolio or all institutional holders of LLY.