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Consilium Wealth Advisory, LLC

SEC CIK
0001904906
Latest filing
Aug 10, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Consilium Wealth Advisory, 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)
3,713
Value
$4.45M
% of portfolio
1.3%
Quarters held
19
Since Q4 2021
Holdings of LLY by Consilium Wealth Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,713$4.45M1.3%−9−0.2%ReducedHolders
Q1 20263,722$3.42M1.2%+362+10.8%AddedHolders
Q4 20253,360$3.61M1.3%−35−1.0%ReducedHolders
Q3 20253,395$2.59M1.0%+363+12.0%AddedHolders
Q2 20253,032$2.36M1.0%−305−9.1%ReducedHolders
Q1 20253,337$2.76M1.4%+137+4.3%AddedHolders
Q4 20243,200$2.47M1.2%−782−19.6%ReducedHolders
Q3 20243,982$3.53M1.9%−545−12.0%ReducedHolders
Q2 20244,527$4.10M2.2%−24−0.5%ReducedHolders
Q1 20244,551$3.54M2.0%+10+0.2%AddedHolders
Q4 20234,541$2.65M1.6%+246+5.7%AddedHolders
Q3 20234,295$2.31M1.6%+161+3.9%AddedHolders
Q2 20234,134$1.94M1.3%+313+8.2%AddedHolders
Q1 20233,821$1.31M1.1%−827−17.8%ReducedHolders
Q4 20224,648$1.70M1.4%−224−4.6%ReducedHolders
Q3 20224,872$1.57M1.8%+53+1.1%AddedHolders
Q2 20224,819$1.56M1.7%+27+0.6%AddedHolders
Q1 20224,792$1.37M1.0%−324−6.3%ReducedHolders
Q4 20215,116$1.41M0.9%–No prior filingHolders