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RKL Wealth Management LLC

SEC CIK
0001604723
Latest filing
Aug 10, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by RKL 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)
2,374
Value
$2.85M
% of portfolio
0.2%
Quarters held
20
Since Q2 2021
Holdings of LLY by RKL Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,374$2.85M0.2%+88+3.8%AddedHolders
Q1 20262,286$2.10M0.2%+9+0.4%AddedHolders
Q4 20252,277$2.45M0.2%−331−12.7%ReducedHolders
Q3 20252,608$1.99M0.2%−174−6.3%ReducedHolders
Q2 20252,782$2.17M0.2%−30−1.1%ReducedHolders
Q1 20252,812$2.32M0.2%+86+3.2%AddedHolders
Q4 20242,726$2.10M0.2%−92−3.3%ReducedHolders
Q3 20242,818$2.50M0.2%−86−3.0%ReducedHolders
Q2 20242,904$2.63M0.3%−294−9.2%ReducedHolders
Q1 20243,198$2.49M0.2%+194+6.5%AddedHolders
Q4 20233,004$1.75M0.2%+1,964+188.8%AddedHolders
Q3 20231,040$558.6K0.1%+93+9.8%AddedHolders
Q2 2023947$443.9K0.1%−31−3.2%ReducedHolders
Q1 2023978$335.9K<0.1%−35−3.5%ReducedHolders
Q4 20221,013$370.7K<0.1%−21−2.0%ReducedHolders
Q3 20221,034$334.0K<0.1%+12+1.2%AddedHolders
Q2 20221,022$331.0K<0.1%−43−4.0%ReducedHolders
Q1 20221,065$305.0K<0.1%+258+32.0%AddedHolders
Q4 2021807$223.0K<0.1%+807NewHolders
Q3 20210$00.0%−2,669−100.0%Sold outHolders
Q2 20212,669$613.0K0.1%+2,669NewHolders