Primoris Wealth Advisors, LLC

SEC CIK: 0001909619
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

LLY holding history

Eli Lilly & Co in every 13F filed by Primoris 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 overview All 13F holders of LLY Full Q2 2026 holdings

Shares (Q2 2026): 2,666
Value: $3.20M
% of portfolio: 1.5%
Quarters held: 5; Since Q2 2025

Holdings of LLY by Primoris Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,666	$3.20M	1.5%	+2,402+909.8%	Added	Holders
Q1 2026	264	$242.8K	0.2%	00.0%	Unchanged	Holders
Q4 2025	264	$283.7K	0.2%	00.0%	Unchanged	Holders
Q3 2025	264	$201.4K	0.1%	+3+1.1%	Added	Holders
Q2 2025	261	$203.5K	0.1%	+261	New	Holders