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Livermore
Livermore
ZHEN

Jeppson Wealth Management, LLC

SEC CIK
0001831263
Latest filing
Aug 4, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Jeppson 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)
3,843
Value
$4.61M
% of portfolio
1.4%
Quarters held
22
Since Q1 2021
Holdings of LLY by Jeppson Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,843$4.61M1.4%−291−7.0%ReducedHolders
Q1 20264,134$3.80M1.2%−49−1.2%ReducedHolders
Q4 20254,183$4.50M1.4%−155−3.6%ReducedHolders
Q3 20254,338$3.31M1.1%−201−4.4%ReducedHolders
Q2 20254,539$3.54M1.2%−379−7.7%ReducedHolders
Q1 20254,918$4.06M1.5%−335−6.4%ReducedHolders
Q4 20245,253$4.06M1.5%−100−1.9%ReducedHolders
Q3 20245,353$4.74M1.7%−84−1.5%ReducedHolders
Q2 20245,437$4.92M1.9%−214−3.8%ReducedHolders
Q1 20245,651$4.40M1.7%−629−10.0%ReducedHolders
Q4 20236,280$3.66M1.5%−281−4.3%ReducedHolders
Q3 20236,561$3.52M1.6%−862−11.6%ReducedHolders
Q2 20237,423$3.48M1.5%−296−3.8%ReducedHolders
Q1 20237,719$2.65M1.2%−763−9.0%ReducedHolders
Q4 20228,482$3.10M1.3%−295−3.4%ReducedHolders
Q3 20228,777$2.84M1.3%−50−0.6%ReducedHolders
Q2 20228,827$2.86M1.2%−240−2.6%ReducedHolders
Q1 20229,067$2.60M1.2%−65−0.7%ReducedHolders
Q4 20219,132$2.52M1.2%−289−3.1%ReducedHolders
Q3 20219,421$2.18M1.1%−115−1.2%ReducedHolders
Q2 20219,536$2.19M1.2%−250−2.6%ReducedHolders
Q1 20219,786$1.83M1.1%––Holders

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