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Livermore
Livermore
ZHEN

Northwest Wealth Management, LLC

SEC CIK
0001695344
Latest filing
Jul 13, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Northwest 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)
1,029
Value
$1.23M
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of LLY by Northwest Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,029$1.23M0.2%−8−0.8%ReducedHolders
Q1 20261,037$953.8K0.1%+171+19.7%AddedHolders
Q4 2025866$930.7K0.1%−20−2.3%ReducedHolders
Q3 2025886$676.0K0.1%+35+4.1%AddedHolders
Q2 2025851$663.4K0.1%−373−30.5%ReducedHolders
Q1 20251,224$1.01M0.2%+40+3.4%AddedHolders
Q4 20241,184$914.0K0.2%+113+10.6%AddedHolders
Q3 20241,071$948.8K0.2%−17−1.6%ReducedHolders
Q2 20241,088$985.1K0.3%+16+1.5%AddedHolders
Q1 20241,072$834.0K0.2%+177+19.8%AddedHolders
Q4 2023895$521.7K0.2%+211+30.8%AddedHolders
Q3 2023684$367.4K0.1%−3−0.4%ReducedHolders
Q2 2023687$322.2K0.1%−33−4.6%ReducedHolders
Q1 2023720$247.3K0.1%−38−5.0%ReducedHolders
Q4 2022758$277.3K0.1%−397−34.4%ReducedHolders
Q3 20221,155$373.0K0.2%+89+8.3%AddedHolders
Q2 20221,066$346.0K0.2%+158+17.4%AddedHolders
Q1 2022908$260.0K0.1%+120+15.2%AddedHolders
Q4 2021788$218.0K0.1%+788NewHolders