AE Wealth Management LLC

SEC CIK: 0001697723
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

LLY holding history

Eli Lilly & Co in every 13F filed by AE 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 overview All 13F holders of LLY Full Q2 2026 holdings

Shares (Q2 2026): 64,033
Value: $76.8M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of LLY by AE Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	64,033	$76.8M	0.4%	+4,002+6.7%	Added	Holders
Q1 2026	60,031	$55.2M	0.3%	−29,966−33.3%	Reduced	Holders
Q4 2025	89,997	$96.7M	0.6%	+3,562+4.1%	Added	Holders
Q3 2025	86,435	$66.0M	0.4%	+18,200+26.7%	Added	Holders
Q2 2025	68,235	$53.2M	0.4%	+5,592+8.9%	Added	Holders
Q1 2025	62,643	$51.7M	0.4%	−4,564−6.8%	Reduced	Holders
Q4 2024	67,207	$51.9M	0.4%	−6,011−8.2%	Reduced	Holders
Q3 2024	73,218	$64.9M	0.6%	+9,605+15.1%	Added	Holders
Q2 2024	63,613	$57.6M	0.6%	+6,647+11.7%	Added	Holders
Q1 2024	56,966	$44.3M	0.5%	−34,821−37.9%	Reduced	Holders
Q4 2023	91,787	$58.7M	0.3%	+9,161+11.1%	Added	Holders
Q3 2023	82,626	$44.4M	0.3%	−305−0.4%	Reduced	Holders
Q2 2023	82,931	$38.9M	0.2%	+26,195+46.2%	Added	Holders
Q1 2023	56,736	$19.5M	0.1%	+12,694+28.8%	Added	Holders
Q4 2022	44,042	$16.1M	0.1%	+2,598+6.3%	Added	Holders
Q3 2022	41,444	$13.4M	0.1%	+6,056+17.1%	Added	Holders
Q2 2022	35,388	$11.5M	0.1%	+1,790+5.3%	Added	Holders
Q1 2022	33,598	$9.62M	0.1%	+526+1.6%	Added	Holders
Q4 2021	33,072	$9.13M	0.1%	+5,896+21.7%	Added	Holders
Q3 2021	27,176	$6.28M	0.1%	+1,586+6.2%	Added	Holders
Q2 2021	25,590	$5.87M	0.1%	+4,120+19.2%	Added	Holders
Q1 2021	21,470	$4.01M	<0.1%	–	–	Holders

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