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Livermore
Livermore
ZHEN

Focused Wealth Management, Inc

SEC CIK
0001586052
Latest filing
Aug 6, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Focused Wealth Management, Inc, 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)
2,178
Value
$2.61M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of LLY by Focused Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,178$2.61M0.2%+556+34.3%AddedHolders
Q1 20261,622$1.49M0.2%+883+119.5%AddedHolders
Q4 2025739$794.6K0.1%−23−3.0%ReducedHolders
Q3 2025762$581.6K0.1%+62+8.9%AddedHolders
Q2 2025700$545.7K0.1%−141−16.8%ReducedHolders
Q1 2025841$694.4K0.1%+150+21.7%AddedHolders
Q4 2024691$533.1K0.1%−11−1.6%ReducedHolders
Q3 2024702$622.2K0.1%00.0%UnchangedHolders
Q2 2024702$635.6K0.1%−15−2.1%ReducedHolders
Q1 2024717$557.8K0.1%−108−13.1%ReducedHolders
Q4 2023825$480.9K0.1%+275+50.0%AddedHolders
Q3 2023550$295.4K0.1%00.0%UnchangedHolders
Q2 2023550$257.9K<0.1%−125−18.5%ReducedHolders
Q1 2023675$231.8K<0.1%+81+13.6%AddedHolders
Q4 2022594$217.3K<0.1%00.0%UnchangedHolders
Q3 2022594$192.0K<0.1%+5+0.8%AddedHolders
Q2 2022589$191.0K<0.1%00.0%UnchangedHolders
Q1 2022589$169.0K<0.1%−575−49.4%ReducedHolders
Q4 20211,164$322.0K<0.1%+575+97.6%AddedHolders
Q3 2021589$136.0K<0.1%00.0%UnchangedHolders
Q2 2021589$135.0K<0.1%00.0%UnchangedHolders
Q1 2021589$110.0K<0.1%––Holders

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