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Affinity Wealth Management LLC

SEC CIK
0000810672
Latest filing
Jul 22, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Affinity Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LLY overviewAll 13F holders of LLYFull Q2 2026 holdings

Shares (Q2 2026)
13,667
Value
$16.4M
% of portfolio
2.1%
Quarters held
17
Since Q2 2022
Holdings of LLY by Affinity Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,667$16.4M2.1%+246+1.8%AddedHolders
Q1 202613,421$12.3M1.9%+57+0.4%AddedHolders
Q4 202513,364$14.4M2.0%+121+0.9%AddedHolders
Q3 202513,243$10.1M1.5%+214+1.6%AddedHolders
Q2 202513,029$10.2M1.6%+206+1.6%AddedHolders
Q1 202512,823$10.6M2.0%+54+0.4%AddedHolders
Q4 202412,769$9.86M1.7%+95+0.7%AddedHolders
Q3 202412,674$11.2M2.0%−124−1.0%ReducedHolders
Q2 202412,798$11.6M2.1%−332−2.5%ReducedHolders
Q1 202413,130$10.2M1.9%−91−0.7%ReducedHolders
Q4 202313,221$7.71M1.6%+305+2.4%AddedHolders
Q3 202312,916$6.94M1.6%+228+1.8%AddedHolders
Q2 202312,688$5.95M1.4%+97+0.8%AddedHolders
Q1 202312,591$4.32M1.0%+322+2.6%AddedHolders
Q4 202212,269$4.49M1.1%+324+2.7%AddedHolders
Q3 202211,945$3.86M1.0%+97+0.8%AddedHolders
Q2 202211,848$3.93M0.9%+11,848NewHolders