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Livermore
Livermore
ZHEN

Stone Point Wealth LLC

SEC CIK
0001908192
Latest filing
Jul 23, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Stone Point Wealth 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)
3,470
Value
$4.16M
% of portfolio
1.1%
Quarters held
18
Since Q1 2022
Holdings of LLY by Stone Point Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,470$4.16M1.1%+90+2.7%AddedHolders
Q1 20263,380$3.11M0.9%+17+0.5%AddedHolders
Q4 20253,363$3.61M1.0%+40+1.2%AddedHolders
Q3 20253,323$2.54M0.7%+1,418+74.4%AddedHolders
Q2 20251,905$1.49M0.5%+7+0.4%AddedHolders
Q1 20251,898$1.57M0.5%00.0%UnchangedHolders
Q4 20241,898$1.47M0.5%−31−1.6%ReducedHolders
Q3 20241,929$1.71M0.6%−7−0.4%ReducedHolders
Q2 20241,936$1.75M0.6%−10−0.5%ReducedHolders
Q1 20241,946$1.51M0.5%−25−1.3%ReducedHolders
Q4 20231,971$1.15M0.4%+90+4.8%AddedHolders
Q3 20231,881$1.01M0.4%+50+2.7%AddedHolders
Q2 20231,831$858.7K0.4%−10−0.5%ReducedHolders
Q1 20231,841$632.2K0.3%−3−0.2%ReducedHolders
Q4 20221,844$674.6K0.3%00.0%UnchangedHolders
Q3 20221,844$596.0K0.4%+103+5.9%AddedHolders
Q2 20221,741$565.0K0.3%+50+3.0%AddedHolders
Q1 20221,691$495.0K0.3%+1,691NewHolders