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Marshall Financial Group LLC

SEC CIK
0001841496
Latest filing
Jul 17, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Marshall Financial 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)
1,613
Value
$1.93M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of LLY by Marshall Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,613$1.93M0.3%−188−10.4%ReducedHolders
Q1 20261,801$1.66M0.3%−46−2.5%ReducedHolders
Q4 20251,847$1.98M0.4%−1,210−39.6%ReducedHolders
Q3 20253,057$2.33M0.5%+69+2.3%AddedHolders
Q2 20252,988$2.31M0.5%−1,105−27.0%ReducedHolders
Q1 20254,093$3.38M0.7%−79−1.9%ReducedHolders
Q4 20244,172$3.22M0.8%+7+0.2%AddedHolders
Q3 20244,165$3.69M0.9%−67−1.6%ReducedHolders
Q2 20244,232$3.83M1.1%−100−2.3%ReducedHolders
Q1 20244,332$3.37M1.0%00.0%UnchangedHolders
Q4 20234,332$2.53M0.8%−1,043−19.4%ReducedHolders
Q3 20235,375$2.89M1.0%−158−2.9%ReducedHolders
Q2 20235,533$2.60M0.9%−29−0.5%ReducedHolders
Q1 20235,562$1.91M0.7%−331−5.6%ReducedHolders
Q4 20225,893$2.16M0.8%−577−8.9%ReducedHolders
Q3 20226,470$2.09M0.9%−30.0%ReducedHolders
Q2 20226,473$2.10M0.8%−571−8.1%ReducedHolders
Q1 20227,044$2.02M0.8%+262+3.9%AddedHolders
Q4 20216,782$1.87M0.7%+554+8.9%AddedHolders
Q3 20216,228$1.44M0.7%+195+3.2%AddedHolders
Q2 20216,033$1.39M0.7%−1,215−16.8%ReducedHolders
Q1 20217,248$1.35M0.8%––Holders

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