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Livermore
Livermore
ZHEN

Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Xcel 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)
394
Value
$472.6K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of LLY by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026394$472.6K0.1%+6+1.5%AddedHolders
Q1 2026388$356.9K0.1%+12+3.2%AddedHolders
Q4 2025376$404.1K0.1%−2−0.5%ReducedHolders
Q3 2025378$288.4K0.1%−40−9.6%ReducedHolders
Q2 2025418$325.8K0.1%+418NewHolders
Q1 20250$00.0%−509−100.0%Sold outHolders
Q4 2024509$392.9K0.1%00.0%UnchangedHolders
Q3 2024509$450.9K0.1%−46−8.3%ReducedHolders
Q2 2024555$502.5K0.2%+20+3.7%AddedHolders
Q1 2024535$416.2K0.1%+9+1.7%AddedHolders
Q4 2023526$306.6K0.1%−39−6.9%ReducedHolders
Q3 2023565$303.5K0.1%−677−54.5%ReducedHolders
Q2 20231,242$582.5K0.2%+202+19.4%AddedHolders
Q1 20231,040$357.2K0.1%−100−8.8%ReducedHolders
Q4 20221,140$417.1K0.2%−42−3.6%ReducedHolders
Q3 20221,182$382.0K0.1%00.0%UnchangedHolders
Q2 20221,182$383.0K0.1%−2,139−64.4%ReducedHolders
Q1 20223,321$951.0K0.3%+490+17.3%AddedHolders
Q4 20212,831$782.0K0.2%+1,001+54.7%AddedHolders
Q3 20211,830$423.0K0.1%00.0%UnchangedHolders
Q2 20211,830$420.0K0.1%+65+3.7%AddedHolders
Q1 20211,765$330.0K0.1%––Holders

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