SEC 13F Intelligence

1 North Wealth Services LLC / LLY

1 North Wealth Services LLC’s Eli Lilly & Co Position

Does 1 North Wealth Services LLC own Eli Lilly & Co (LLY)? Yes — 3.4K shares worth $3M (+1.13% of its 13F portfolio) as of Q1 2026, down from 4.0K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
3.4K
% of Portfolio
+1.13%
Quarters Held
10
currently held

Position History LLY

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $820,000Q3 ’19: $704,000Q3 ’19Q4 ’19: $834,000Q4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ2 ’25Q3 ’25: $3MQ4 ’25: $4MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.4K$3M+1.13%
Q4 20254.0K$4M+1.49%
Q3 20253.9K$3M+1.23%
Q2 20253.9K$3M+1.22%
Q1 20253.9K$3M+1.48%
Q4 20244.1K$3M+1.33%
Q4 20196.3K$834,000+0.52%
Q3 20196.3K$704,000+0.47%
Q1 20196.3K$820,000+0.58%
Q4 20188.8K$1M+0.85%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See 1 North Wealth Services LLC’s full portfolio or all institutional holders of LLY.