Skip to main content
Livermore
Livermore
ZHEN

Aprio Wealth Management, LLC

SEC CIK
0001803519
Latest filing
Jul 24, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Aprio 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)
7,052
Value
$8.46M
% of portfolio
0.4%
Quarters held
17
Since Q2 2022
Holdings of LLY by Aprio Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,052$8.46M0.4%+142+2.1%AddedHolders
Q1 20266,910$6.36M0.3%+3,143+83.4%AddedHolders
Q4 20253,767$7.22M0.4%+1,112+41.9%AddedHolders
Q3 20252,655$2.03M0.2%+38+1.5%AddedHolders
Q2 20252,617$2.04M0.2%−314−10.7%ReducedHolders
Q1 20252,931$2.42M0.3%+304+11.6%AddedHolders
Q4 20242,627$2.03M0.3%+257+10.8%AddedHolders
Q3 20242,370$2.10M0.3%+813+52.2%AddedHolders
Q2 20241,557$1.41M0.3%+1+0.1%AddedHolders
Q1 20241,556$1.21M0.2%+378+32.1%AddedHolders
Q4 20231,178$686.9K0.2%+22+1.9%AddedHolders
Q3 20231,156$621.1K0.2%+178+18.2%AddedHolders
Q2 2023978$458.8K0.1%−110−10.1%ReducedHolders
Q1 20231,088$373.7K0.1%+312+40.2%AddedHolders
Q4 2022776$283.9K0.1%−97−11.1%ReducedHolders
Q3 2022873$282.0K0.1%−108−11.0%ReducedHolders
Q2 2022981$318.0K0.1%+981NewHolders