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Waterway Wealth Management, LLC

SEC CIK
0001992193
Latest filing
Jul 13, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Waterway 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)
1,004
Value
$1.20M
% of portfolio
0.2%
Quarters held
10
Since Q1 2024
Holdings of LLY by Waterway Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,004$1.20M0.2%+27+2.8%AddedHolders
Q1 2026977$898.5K0.2%−31−3.1%ReducedHolders
Q4 20251,008$1.08M0.2%−722−41.7%ReducedHolders
Q3 20251,730$1.32M0.3%+706+68.9%AddedHolders
Q2 20251,024$798.2K0.2%+467+83.8%AddedHolders
Q1 2025557$460.2K0.2%+110+24.6%AddedHolders
Q4 2024447$345.2K0.2%−460−50.7%ReducedHolders
Q3 2024907$803.7K0.3%−458−33.6%ReducedHolders
Q2 20241,365$1.24M0.6%+1,050+333.3%AddedHolders
Q1 2024315$245.2K0.1%+315NewHolders