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Livermore
Livermore
ZHEN

Garrett Wealth Advisory Group, LLC

SEC CIK
0001729443
Latest filing
Aug 4, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Garrett Wealth Advisory Group, 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)
1,502
Value
$1.80M
% of portfolio
0.3%
Quarters held
11
Since Q4 2023
Holdings of LLY by Garrett Wealth Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,502$1.80M0.3%−11−0.7%ReducedHolders
Q1 20261,513$1.39M0.2%+571+60.6%AddedHolders
Q4 2025942$1.01M0.2%00.0%UnchangedHolders
Q3 2025942$718.7K0.1%00.0%UnchangedHolders
Q2 2025942$734.3K0.2%−5−0.5%ReducedHolders
Q1 2025947$782.1K0.2%+5+0.5%AddedHolders
Q4 2024942$727.2K0.2%+48+5.4%AddedHolders
Q3 2024894$792.0K0.2%00.0%UnchangedHolders
Q2 2024894$809.4K0.3%00.0%UnchangedHolders
Q1 2024894$695.5K0.3%00.0%UnchangedHolders
Q4 2023894$521.1K0.2%+894NewHolders