SEC 13F Intelligence

Ep Wealth Advisors, LLC / LLY

Ep Wealth Advisors, LLC’s Eli Lilly & Co Position

Does Ep Wealth Advisors, LLC own Eli Lilly & Co (LLY)? Yes — 80.7K shares worth $74M (+0.37% of its 13F portfolio) as of Q1 2026, up from 75.3K shares the prior filed quarter.

Position Value
$74M
Q1 2026
Shares
80.7K
% of Portfolio
+0.37%
Quarters Held
26
currently held

Position History LLY

Reported value by quarter
Q4 ’18: $385,000Q4 ’18Q1 ’19: $651,000Q2 ’19: $716,000Q3 ’19: $810,000Q1 ’20: $966,000Q1 ’20Q2 ’20: $906,000Q3 ’20: $845,000Q4 ’20: $1MQ1 ’21: $2MQ1 ’21Q2 ’21: $2MQ3 ’21: $1MQ4 ’21: $2MQ1 ’22: $2MQ1 ’22Q2 ’22: $2MQ4 ’22: $8MQ2 ’23: $12MQ3 ’23: $14MQ3 ’23Q4 ’23: $20MQ1 ’24: $24MQ2 ’24: $28MQ3 ’24: $30MQ3 ’24Q4 ’24: $26MQ1 ’25: $57MQ2 ’25: $56MQ4 ’25: $81MQ4 ’25Q1 ’26: $74Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202680.7K$74M+0.37%
Q4 202575.3K$81M+0.42%
Q2 202571.8K$56M+0.37%
Q1 202569.1K$57M+0.46%
Q4 202433.9K$26M+0.21%
Q3 202433.8K$30M+0.26%
Q2 202431.3K$28M+0.30%
Q1 202431.2K$24M+0.28%
Q4 202335.2K$20M+0.26%
Q3 202326.2K$14M+0.22%
Q2 20236.5K$12M+0.18%
Q4 202225.0K$8M+0.18%
Q2 20226.5K$2M+0.05%
Q1 20226.5K$2M+0.04%
Q4 20216.5K$2M+0.04%
Q3 20216.1K$1M+0.04%
Q2 20217.6K$2M+0.05%
Q1 20218.2K$2M+0.05%
Q4 20207.7K$1M+0.05%
Q3 20205.7K$845,000+0.04%
Q2 20200$906,000+0.04%
Q1 20207.0K$966,000+0.05%
Q3 20197.2K$810,000+0.04%
Q2 20196.5K$716,000+0.04%
Q1 20195.0K$651,000+0.06%
Q4 20183.3K$385,000+0.03%

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