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WS Portfolio Advisory, LLC

SEC CIK
0001962450
Latest filing
Aug 3, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by WS Portfolio 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)
90
Value
$107.9K
% of portfolio
2.7%
Quarters held
10
Since Q3 2023
Holdings of LLY by WS Portfolio Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202690$107.9K2.7%+30+50.0%AddedHolders
Q1 202660$55.2K1.7%−11−15.5%ReducedHolders
Q4 202571$76.3K4.2%00.0%UnchangedHolders
Q3 202571$54.2K2.9%00.0%UnchangedHolders
Q2 202571$55.3K5.0%−279−79.7%ReducedHolders
Q1 2025350$289.1K1.7%−250−41.7%ReducedHolders
Q4 2024600$463.2K1.9%–No prior filingHolders
Q2 2024––––Not filedHolders
Q1 202410,079$7.84M1.4%00.0%UnchangedHolders
Q4 202310,079$5.88M1.1%+1,841+22.3%AddedHolders
Q3 20238,238$1.41M0.3%+8,238NewHolders