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Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by EP Wealth Advisors, 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)
96,123
Value
$115.3M
% of portfolio
0.4%
Quarters held
21
Since Q1 2021
Holdings of LLY by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202696,123$115.3M0.4%+15,393+19.1%AddedHolders
Q1 202680,730$74.3M0.4%+5,452+7.2%AddedHolders
Q4 202575,278$80.9M0.4%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 202571,787$56.0M0.4%+2,643+3.8%AddedHolders
Q1 202569,144$57.1M0.5%+35,207+103.7%AddedHolders
Q4 202433,937$26.2M0.2%+105+0.3%AddedHolders
Q3 202433,832$30.0M0.3%+2,506+8.0%AddedHolders
Q2 202431,326$28.4M0.3%+130+0.4%AddedHolders
Q1 202431,196$24.3M0.3%−3,960−11.3%ReducedHolders
Q4 202335,156$20.5M0.3%+9,004+34.4%AddedHolders
Q3 202326,152$14.0M0.2%+19,673+303.6%AddedHolders
Q2 20236,479$12.2M0.2%−18,546−74.1%ReducedHolders
Q1 202325,025$20.7K<0.1%−565−2.2%ReducedHolders
Q4 202225,590$9.36M0.2%+630+2.5%AddedHolders
Q3 202224,960$8.07M0.2%+18,432+282.4%AddedHolders
Q2 20226,528$2.12M<0.1%+7+0.1%AddedHolders
Q1 20226,521$1.87M<0.1%+13+0.2%AddedHolders
Q4 20216,508$1.80M<0.1%+398+6.5%AddedHolders
Q3 20216,110$1.41M<0.1%−1,472−19.4%ReducedHolders
Q2 20217,582$1.74M<0.1%−604−7.4%ReducedHolders
Q1 20218,186$1.53M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.