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Abound Wealth Management

SEC CIK
0001950323
Latest filing
Jul 10, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Abound Wealth Management, 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)
256
Value
$307.4K
% of portfolio
0.1%
Quarters held
16
Since Q3 2022
Holdings of LLY by Abound Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026256$307.4K0.1%−55−17.7%ReducedHolders
Q1 2026311$286.5K0.1%+42+15.6%AddedHolders
Q4 2025269$288.6K0.1%+17+6.7%AddedHolders
Q3 2025252$192.5K<0.1%+56+28.6%AddedHolders
Q2 2025196$153.1K<0.1%+6+3.2%AddedHolders
Q1 2025190$157.3K0.1%+31+19.5%AddedHolders
Q4 2024159$123.0K<0.1%+2+1.3%AddedHolders
Q3 2024157$139.4K<0.1%+8+5.4%AddedHolders
Q2 2024149$135.3K<0.1%−23−13.4%ReducedHolders
Q1 2024172$134.1K0.1%+4+2.4%AddedHolders
Q4 2023168$98.0K<0.1%−3−1.8%ReducedHolders
Q3 2023171$91.9K<0.1%−2−1.2%ReducedHolders
Q2 2023173$81.2K<0.1%+38+28.1%AddedHolders
Q1 2023135$46.4K<0.1%−24−15.1%ReducedHolders
Q4 2022159$58.3K<0.1%+37+30.3%AddedHolders
Q3 2022122$39.5K<0.1%+122NewHolders