SEC 13F Intelligence

Nicholson Wealth Management Group, LLC / LLY

Nicholson Wealth Management Group, LLC’s Eli Lilly & Co Position

Does Nicholson Wealth Management Group, LLC own Eli Lilly & Co (LLY)? Yes — 2.3K shares worth $2M (+1.23% of its 13F portfolio) as of Q1 2026, down from 2.4K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
2.3K
% of Portfolio
+1.23%
Quarters Held
7
currently held

Position History LLY

Reported value by quarter
Q3 ’24: $372,095Q3 ’24Q4 ’24: $324,240Q4 ’24Q1 ’25: $868,031Q1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.3K$2M+1.23%
Q4 20252.4K$3M+1.53%
Q3 20252.6K$2M+1.15%
Q2 20251.6K$1M+0.77%
Q1 20251.1K$868,031+0.57%
Q4 2024420$324,240+0.22%
Q3 2024420$372,095+0.31%

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