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Moran Wealth Management, LLC

SEC CIK
0001965334
Latest filing
Aug 5, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Moran Wealth Management, 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)
20,903
Value
$25.1M
% of portfolio
0.7%
Quarters held
15
Since Q4 2022
Holdings of LLY by Moran Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,903$25.1M0.7%+9,638+85.6%AddedHolders
Q1 202611,265$10.4M0.3%+652+6.1%AddedHolders
Q4 202510,613$11.4M0.3%+362+3.5%AddedHolders
Q3 202510,251$7.82M0.2%+422+4.3%AddedHolders
Q2 20259,829$7.66M0.2%+376+4.0%AddedHolders
Q1 20259,453$7.81M0.3%+134+1.4%AddedHolders
Q4 20249,319$7.19M0.2%+492+5.6%AddedHolders
Q3 20248,827$7.82M0.2%+180+2.1%AddedHolders
Q2 20248,647$7.83M0.3%+432+5.3%AddedHolders
Q1 20248,215$6.39M0.2%−246−2.9%ReducedHolders
Q4 20238,461$4.93M0.2%−187−2.2%ReducedHolders
Q3 20238,648$4.65M0.2%+500+6.1%AddedHolders
Q2 20238,148$3.82M0.1%−5,613−40.8%ReducedHolders
Q1 202313,761$4.73M0.2%−54,355−79.8%ReducedHolders
Q4 202268,116$24.9M0.9%–No prior filingHolders