SEC 13F Intelligence

Eagle Wealth Strategies LLC / LLY

Eagle Wealth Strategies LLC’s Eli Lilly & Co Position

Does Eagle Wealth Strategies LLC own Eli Lilly & Co (LLY)? Yes — 4.1K shares worth $5M (+1.88% of its 13F portfolio) as of Q2 2026, down from 4.1K shares the prior filed quarter.

Position Value
$5M
Q2 2026
Shares
4.1K
% of Portfolio
+1.88%
Quarters Held
11
currently held

Position History LLY

Reported value by quarter
Q4 ’23: $2MQ4 ’23Q1 ’24: $3MQ2 ’24: $4MQ2 ’24Q3 ’24: $4MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ2 ’25Q3 ’25: $3MQ4 ’25: $4MQ4 ’25Q1 ’26: $4MQ2 ’26: $5MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20264.1K$5M+1.88%
Q1 20264.1K$4M+1.66%
Q4 20254.1K$4M+2.07%
Q3 20254.1K$3M+1.56%
Q2 20254.1K$3M+1.80%
Q1 20254.1K$3M+2.10%
Q4 20244.1K$3M+2.32%
Q3 20244.1K$4M+2.64%
Q2 20244.0K$4M+2.96%
Q1 20244.0K$3M+2.48%
Q4 20234.0K$2M+1.41%

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