SEC 13F Intelligence

Sound View Wealth Advisors Group, LLC / LLY

Sound View Wealth Advisors Group, LLC’s Eli Lilly & Co Position

Does Sound View Wealth Advisors Group, LLC own Eli Lilly & Co (LLY)? Yes — 22.4K shares worth $21M (+1.40% of its 13F portfolio) as of Q1 2026, down from 22.7K shares the prior filed quarter.

Position Value
$21M
Q1 2026
Shares
22.4K
% of Portfolio
+1.40%
Quarters Held
28
currently held

Position History LLY

Reported value by quarter
Q2 ’19: $3MQ2 ’19Q3 ’19: $3MQ4 ’19: $3MQ1 ’20: $3MQ2 ’20: $4MQ2 ’20Q3 ’20: $4MQ4 ’20: $4MQ1 ’21: $5MQ2 ’21: $6MQ2 ’21Q3 ’21: $6MQ4 ’21: $7MQ1 ’22: $7MQ2 ’22: $8MQ2 ’22Q3 ’22: $8MQ4 ’22: $16MQ1 ’23: $10MQ2 ’23: $13MQ2 ’23Q3 ’23: $15MQ4 ’23: $16MQ1 ’24: $21MQ2 ’24: $24MQ2 ’24Q3 ’24: $24MQ4 ’24: $23MQ1 ’25: $24MQ2 ’25: $18MQ2 ’25Q3 ’25: $17MQ4 ’25: $24MQ1 ’26: $21Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202622.4K$21M+1.40%
Q4 202522.7K$24M+1.64%
Q3 202522.8K$17M+1.20%
Q2 202523.4K$18M+1.35%
Q1 202529.2K$24M+1.98%
Q4 202429.4K$23M+1.83%
Q3 202427.6K$24M+1.99%
Q2 202426.6K$24M+2.49%
Q1 202426.9K$21M+2.23%
Q4 202327.1K$16M+1.75%
Q3 202327.8K$15M+1.86%
Q2 202327.5K$13M+1.69%
Q1 202328.1K$10M+1.32%
Q4 202227.1K$16M+1.75%
Q3 202223.3K$8M+1.69%
Q2 202224.3K$8M+1.65%
Q1 202225.2K$7M+1.37%
Q4 202125.1K$7M+1.31%
Q3 202124.9K$6M+1.20%
Q2 202125.2K$6M+1.22%
Q1 202124.5K$5M+1.06%
Q4 202025.6K$4M+1.06%
Q3 202025.9K$4M+1.01%
Q2 202026.1K$4M+1.21%
Q1 202022.9K$3M+1.10%
Q4 201923.0K$3M+0.85%
Q3 201923.0K$3M+0.77%
Q2 201923.8K$3M+0.78%

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