SEC 13F Intelligence

Wellington Wealth Strategies, LLC. / LLY

Wellington Wealth Strategies, LLC.’s Eli Lilly & Co Position

Does Wellington Wealth Strategies, LLC. own Eli Lilly & Co (LLY)? Not currently — the last reported position was 18.3K shares worth $14M in Q1 2024; the fund’s latest 13F (Q4 2024) no longer reports it.

Position Value
$14M
Q1 2024
Shares
18.3K
% of Portfolio
+6.63%
Quarters Held
1
position exited

Position History LLY

Reported value by quarter
Q1 ’24: $14MQ1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202418.3K$14M+6.63%

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