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Amplius Wealth Advisors, LLC

SEC CIK
0001900584
Latest filing
Jul 17, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Amplius Wealth Advisors, 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)
1,260
Value
$1.51M
% of portfolio
0.1%
Quarters held
16
Since Q4 2021
Holdings of LLY by Amplius Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,260$1.51M0.1%+261+26.1%AddedHolders
Q1 2026999$918.9K0.1%−28−2.7%ReducedHolders
Q4 20251,027$1.10M0.1%+34+3.4%AddedHolders
Q3 2025993$757.7K0.1%−431−30.3%ReducedHolders
Q2 20251,424$1.11M0.1%−122−7.9%ReducedHolders
Q1 20251,546$1.28M0.1%+20+1.3%AddedHolders
Q4 20241,526$1.18M0.1%+61+4.2%AddedHolders
Q3 20241,465$1.30M0.1%−7−0.5%ReducedHolders
Q2 20241,472$1.33M0.1%−27−1.8%ReducedHolders
Q1 20241,499$1.17M0.1%−67−4.3%ReducedHolders
Q4 20231,566$912.9K0.1%+1+0.1%AddedHolders
Q3 20231,565$840.6K0.1%+322+25.9%AddedHolders
Q2 20231,243$582.9K0.1%+124+11.1%AddedHolders
Q1 20231,119$384.3K0.1%+554+98.1%AddedHolders
Q4 2022565$206.7K<0.1%+565NewHolders
Q1 20220$00.0%−654−100.0%Sold outHolders
Q4 2021654$180.0K<0.1%–No prior filingHolders