SEC 13F Intelligence

Epg Wealth Management LLC / LLY

Epg Wealth Management LLC’s Eli Lilly & Co Position

Does Epg Wealth Management LLC own Eli Lilly & Co (LLY)? Yes4.8K shares worth $4M (+1.20% of its 13F portfolio) as of Q1 2026, down from 5.4K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
4.8K
% of Portfolio
+1.20%
Quarters Held
25
currently held

Position History LLY

Reported value by quarter
Q4 ’19: $54,000Q4 ’19Q1 ’20: $86,000Q3 ’20: $225,000Q4 ’20: $481,000Q1 ’21: $610,000Q1 ’21Q2 ’21: $789,000Q3 ’21: $821,000Q4 ’21: $1MQ1 ’22: $1MQ1 ’22Q2 ’22: $1MQ3 ’22: $1MQ4 ’22: $1MQ1 ’23: $2MQ1 ’23Q2 ’23: $3MQ3 ’23: $3MQ4 ’23: $4MQ1 ’24: $5MQ1 ’24Q2 ’24: $6MQ3 ’24: $5MQ4 ’24: $4MQ1 ’25: $4MQ1 ’25Q2 ’25: $4MQ3 ’25: $4MQ4 ’25: $6MQ1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.8K$4M+1.20%
Q4 20255.4K$6M+1.56%
Q3 20255.4K$4M+1.14%
Q2 20254.9K$4M+1.15%
Q1 20254.7K$4M+1.09%
Q4 20244.8K$4M+0.99%
Q3 20245.3K$5M+1.19%
Q2 20240$6M+1.30%
Q1 20246.0K$5M+1.14%
Q4 20235.8K$4M+1.14%
Q3 20236.0K$3M+0.97%
Q2 20236.2K$3M+0.85%
Q1 20236.0K$2M+0.65%
Q4 20223.4K$1M+0.48%
Q3 20224.1K$1M+0.54%
Q2 20224.0K$1M+0.55%
Q1 20224.0K$1M+0.40%
Q4 20213.7K$1M+0.36%
Q3 20213.6K$821,000+0.33%
Q2 20213.4K$789,000+0.33%
Q1 20213.3K$610,000+0.30%
Q4 20202.8K$481,000+0.29%
Q3 20201.5K$225,000+0.17%
Q1 2020619$86,000+0.06%
Q4 2019414$54,000+0.04%

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