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Livermore
Livermore
ZHEN

Sound View Wealth Advisors Group, LLC

SEC CIK
0001784777
Latest filing
Aug 11, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Sound View Wealth Advisors 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)
22,347
Value
$26.8M
% of portfolio
1.7%
Quarters held
22
Since Q1 2021
Holdings of LLY by Sound View Wealth Advisors Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202622,347$26.8M1.7%−46−0.2%ReducedHolders
Q1 202622,393$20.6M1.4%−296−1.3%ReducedHolders
Q4 202522,689$24.4M1.6%−139−0.6%ReducedHolders
Q3 202522,828$17.4M1.2%−556−2.4%ReducedHolders
Q2 202523,384$18.2M1.3%−5,813−19.9%ReducedHolders
Q1 202529,197$24.1M2.0%−220−0.7%ReducedHolders
Q4 202429,417$22.7M1.8%+1,853+6.7%AddedHolders
Q3 202427,564$24.4M2.0%+920+3.5%AddedHolders
Q2 202426,644$24.1M2.5%−275−1.0%ReducedHolders
Q1 202426,919$20.9M2.2%−224−0.8%ReducedHolders
Q4 202327,143$15.8M1.7%−695−2.5%ReducedHolders
Q3 202327,838$15.0M1.9%+355+1.3%AddedHolders
Q2 202327,483$12.9M1.7%−588−2.1%ReducedHolders
Q1 202328,071$9.64M1.3%+928+3.4%AddedHolders
Q4 202227,143$15.8M1.7%+3,835+16.5%AddedHolders
Q3 202223,308$7.54M1.7%−1,040−4.3%ReducedHolders
Q2 202224,348$7.89M1.7%−873−3.5%ReducedHolders
Q1 202225,221$7.22M1.4%+160+0.6%AddedHolders
Q4 202125,061$6.92M1.3%+146+0.6%AddedHolders
Q3 202124,915$5.76M1.2%−281−1.1%ReducedHolders
Q2 202125,196$5.78M1.2%+725+3.0%AddedHolders
Q1 202124,471$4.57M1.1%––Holders

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