Skip to main content
Livermore
Livermore
ZHEN

Modera Wealth Management, LLC

SEC CIK
0001542143
Latest filing
Aug 3, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Modera 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)
45,597
Value
$54.7M
% of portfolio
0.6%
Quarters held
22
Since Q1 2021
Holdings of LLY by Modera Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202645,597$54.7M0.6%−1,839−3.9%ReducedHolders
Q1 202647,436$43.6M0.5%−668−1.4%ReducedHolders
Q4 202548,104$51.7M0.6%−765−1.6%ReducedHolders
Q3 202548,869$37.3M0.4%−812−1.6%ReducedHolders
Q2 202549,681$38.7M0.5%−533−1.1%ReducedHolders
Q1 202550,214$41.5M0.6%−1,236−2.4%ReducedHolders
Q4 202451,450$39.7M0.5%−1,686−3.2%ReducedHolders
Q3 202453,136$47.1M0.6%−1,436−2.6%ReducedHolders
Q2 202454,572$49.4M0.7%−4,974−8.4%ReducedHolders
Q1 202459,546$46.3M0.7%−2,506−4.0%ReducedHolders
Q4 202362,052$36.2M0.6%−3,822−5.8%ReducedHolders
Q3 202365,874$35.4M0.7%−6,470−8.9%ReducedHolders
Q2 202372,344$33.9M0.6%+69,074+2,112.4%AddedHolders
Q1 20233,270$1.12M<0.1%+48+1.5%AddedHolders
Q4 20223,222$1.18M<0.1%−100−3.0%ReducedHolders
Q3 20223,322$1.07M0.1%−25−0.7%ReducedHolders
Q2 20223,347$1.08M0.1%−191−5.4%ReducedHolders
Q1 20223,538$1.01M<0.1%+67+1.9%AddedHolders
Q4 20213,471$959.0K<0.1%+55+1.6%AddedHolders
Q3 20213,416$789.0K<0.1%00.0%UnchangedHolders
Q2 20213,416$784.0K<0.1%+39+1.2%AddedHolders
Q1 20213,377$631.0K<0.1%––Holders

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