SEC 13F Intelligence

Ameriserv Wealth Advisors / LLY

Ameriserv Wealth Advisors’s Eli Lilly & Co Position

Does Ameriserv Wealth Advisors own Eli Lilly & Co (LLY)? Yes2.8K shares worth $3M (+1.65% of its 13F portfolio) as of Q1 2026, down from 2.9K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
2.8K
% of Portfolio
+1.65%
Quarters Held
22
currently held

Position History LLY

Reported value by quarter
Q4 ’18: $815,000Q4 ’18Q1 ’19: $883,000Q2 ’19: $751,000Q3 ’19: $756,000Q3 ’19Q4 ’20: $1MQ1 ’21: $1MQ2 ’21: $1MQ2 ’21Q3 ’21: $1MQ4 ’21: $1MQ1 ’22: $1MQ1 ’22Q2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $1MQ3 ’23: $2MQ3 ’23Q4 ’24: $2MQ1 ’25: $3MQ2 ’25: $2MQ2 ’25Q3 ’25: $2MQ4 ’25: $3MQ1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.8K$3M+1.65%
Q4 20252.9K$3M+1.83%
Q3 20252.9K$2M+1.13%
Q2 20253.1K$2M+1.20%
Q1 20253.1K$3M+1.49%
Q4 20243.2K$2M+1.33%
Q3 20232.9K$2M+2.90%
Q2 20233.0K$1M+2.67%
Q1 20234.9K$2M+3.86%
Q4 20224.9K$2M+3.56%
Q3 20224.9K$2M+3.50%
Q2 20224.9K$2M+3.77%
Q1 20225.0K$1M+1.05%
Q4 20215.1K$1M+0.97%
Q3 20215.0K$1M+0.89%
Q2 20215.2K$1M+0.93%
Q1 20215.6K$1M+0.90%
Q4 20206.0K$1M+0.99%
Q3 20196.8K$756,000+1.03%
Q2 20196.8K$751,000+0.98%
Q1 20196.8K$883,000+1.84%
Q4 20187.0K$815,000+2.07%

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