SEC 13F Intelligence

Modera Wealth Management, LLC / LLY

Modera Wealth Management, LLC’s Eli Lilly & Co Position

Does Modera Wealth Management, LLC own Eli Lilly & Co (LLY)? Yes — 47.4K shares worth $44M (+0.52% of its 13F portfolio) as of Q1 2026, down from 48.1K shares the prior filed quarter.

Position Value
$44M
Q1 2026
Shares
47.4K
% of Portfolio
+0.52%
Quarters Held
29
currently held

Position History LLY

Reported value by quarter
Q1 ’19: $337,000Q1 ’19Q2 ’19: $296,000Q3 ’19: $299,000Q4 ’19: $283,000Q1 ’20: $303,000Q1 ’20Q2 ’20: $345,000Q3 ’20: $271,000Q4 ’20: $571,000Q1 ’21: $631,000Q1 ’21Q2 ’21: $784,000Q3 ’21: $789,000Q4 ’21: $959,000Q1 ’22: $1MQ1 ’22Q2 ’22: $1MQ3 ’22: $1MQ4 ’22: $1MQ1 ’23: $1MQ1 ’23Q2 ’23: $34MQ3 ’23: $35MQ4 ’23: $36MQ1 ’24: $46MQ1 ’24Q2 ’24: $49MQ3 ’24: $47MQ4 ’24: $40MQ1 ’25: $41MQ1 ’25Q2 ’25: $39MQ3 ’25: $37MQ4 ’25: $52MQ1 ’26: $44MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202647.4K$44M+0.52%
Q4 202548.1K$52M+0.60%
Q3 202548.9K$37M+0.43%
Q2 202549.7K$39M+0.48%
Q1 202550.2K$41M+0.56%
Q4 202451.5K$40M+0.48%
Q3 202453.1K$47M+0.60%
Q2 202454.6K$49M+0.73%
Q1 202459.5K$46M+0.71%
Q4 202362.1K$36M+0.60%
Q3 202365.9K$35M+0.67%
Q2 202372.3K$34M+0.62%
Q1 20233.3K$1M+0.04%
Q4 20223.2K$1M+0.05%
Q3 20223.3K$1M+0.05%
Q2 20223.3K$1M+0.05%
Q1 20223.5K$1M+0.04%
Q4 20213.5K$959,000+0.04%
Q3 20213.4K$789,000+0.04%
Q2 20213.4K$784,000+0.04%
Q1 20213.4K$631,000+0.04%
Q4 20203.4K$571,000+0.05%
Q3 20201.8K$271,000+0.04%
Q2 20202.1K$345,000+0.06%
Q1 20202.2K$303,000+0.06%
Q4 20192.2K$283,000+0.04%
Q3 20192.7K$299,000+0.05%
Q2 20192.7K$296,000+0.05%
Q1 20192.6K$337,000+0.06%

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