SEC 13F Intelligence

Wealthtrust Axiom LLC / LLY

Wealthtrust Axiom LLC’s Eli Lilly & Co Position

Does Wealthtrust Axiom LLC own Eli Lilly & Co (LLY)? Yes8.8K shares worth $8M (+1.99% of its 13F portfolio) as of Q1 2026, down from 9.0K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
8.8K
% of Portfolio
+1.99%
Quarters Held
30
currently held

Position History LLY

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $3MQ4 ’19: $3MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $3MQ3 ’21: $3MQ4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $4MQ3 ’22: $4MQ4 ’22: $4MQ4 ’22Q1 ’23: $4MQ2 ’23: $6MQ3 ’23: $7MQ4 ’23: $7MQ4 ’23Q1 ’24: $9MQ2 ’24: $10MQ3 ’24: $9MQ4 ’24: $8MQ4 ’24Q1 ’25: $8MQ2 ’25: $8MQ3 ’25: $8MQ4 ’25: $10MQ4 ’25Q1 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20268.8K$8M+1.99%
Q4 20259.0K$10M+2.50%
Q3 20259.9K$8M+2.03%
Q2 20259.8K$8M+2.25%
Q1 202510.2K$8M+2.57%
Q4 202410.5K$8M+2.43%
Q3 202410.4K$9M+2.73%
Q2 202410.9K$10M+3.27%
Q1 202411.1K$9M+2.77%
Q4 202311.8K$7M+2.30%
Q3 202312.1K$7M+2.35%
Q2 202312.4K$6M+1.94%
Q1 202312.4K$4M+1.46%
Q4 202211.9K$4M+1.52%
Q3 202212.0K$4M+1.48%
Q2 202212.0K$4M+1.39%
Q1 202212.0K$3M+1.07%
Q4 202112.1K$3M+1.07%
Q3 202112.1K$3M+0.95%
Q2 202112.2K$3M+0.90%
Q1 202111.2K$2M+0.71%
Q4 202011.2K$2M+0.69%
Q3 202011.3K$2M+0.72%
Q2 202011.3K$2M+0.82%
Q1 202017.4K$2M+1.18%
Q4 201921.5K$3M+0.94%
Q3 201922.6K$3M+0.89%
Q2 201923.6K$3M+0.91%
Q1 201923.7K$3M+1.09%
Q4 201826.7K$3M+1.27%

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