SEC 13F Intelligence

Peterson Wealth Services / LLY

Peterson Wealth Services’s Eli Lilly & Co Position

Does Peterson Wealth Services own Eli Lilly & Co (LLY)? Yes — 4.9K shares worth $5M (+1.11% of its 13F portfolio) as of Q1 2026, up from 4.6K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
4.9K
% of Portfolio
+1.11%
Quarters Held
9
currently held

Position History LLY

Reported value by quarter
Q1 ’24: $3MQ1 ’24Q2 ’24: $4MQ3 ’24: $4MQ3 ’24Q4 ’24: $3MQ1 ’25: $4MQ1 ’25Q2 ’25: $4MQ3 ’25: $4MQ3 ’25Q4 ’25: $5MQ1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.9K$5M+1.11%
Q4 20254.6K$5M+1.27%
Q3 20257.2K$4M+0.87%
Q2 20254.6K$4M+0.98%
Q1 20254.5K$4M+1.16%
Q4 20244.4K$3M+1.01%
Q3 20244.6K$4M+1.31%
Q2 20244.5K$4M+1.43%
Q1 20244.5K$3M+1.27%

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