Meredith Wealth Planning
- SEC CIK
- 0001956471
- Latest filing
- Jul 24, 2026
LLY holding history
Eli Lilly & Co in every 13F filed by Meredith Wealth Planning, 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)
- 348
- Value
- $417.6K
- % of portfolio
- 0.1%
- Quarters held
- 12
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 348 | $417.6K | 0.1% | −7−2.0% | Reduced | Holders |
| Q1 2026 | 355 | $326.5K | 0.1% | −1−0.3% | Reduced | Holders |
| Q4 2025 | 356 | $382.4K | 0.1% | +1+0.3% | Added | Holders |
| Q3 2025 | 355 | $270.6K | 0.1% | −5−1.4% | Reduced | Holders |
| Q2 2025 | 360 | $281.0K | 0.1% | −3−0.8% | Reduced | Holders |
| Q1 2025 | 363 | $300.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 363 | $280.3K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 363 | $321.5K | 0.2% | −8−2.2% | Reduced | Holders |
| Q2 2024 | 371 | $335.6K | 0.2% | +1+0.3% | Added | Holders |
| Q1 2024 | 370 | $288.2K | 0.2% | −36−8.9% | Reduced | Holders |
| Q4 2023 | 406 | $236.8K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 406 | $218.1K | 0.2% | +406 | New | Holders |