Bartlett & Co. Wealth Management LLC

SEC CIK: 0002010186
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

LLY holding history

Eli Lilly & Co in every 13F filed by Bartlett & Co. 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 overview All 13F holders of LLY Full Q2 2026 holdings

Shares (Q2 2026): 25,471
Value: $30.6M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of LLY by Bartlett & Co. Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	25,471	$30.6M	0.4%	+120.0%	Added	Holders
Q1 2026	25,459	$24.6M	0.3%	−281−1.1%	Reduced	Holders
Q4 2025	25,740	$27.7M	0.4%	−304−1.2%	Reduced	Holders
Q3 2025	26,044	$19.9M	0.3%	−63−0.2%	Reduced	Holders
Q2 2025	26,107	$20.4M	0.3%	+231+0.9%	Added	Holders
Q1 2025	25,876	$21.4M	0.3%	−217−0.8%	Reduced	Holders
Q4 2024	26,093	$20.1M	0.3%	−158−0.6%	Reduced	Holders
Q3 2024	26,251	$23.3M	0.3%	+110.0%	Added	Holders
Q2 2024	26,240	$23.8M	0.4%	+55+0.2%	Added	Holders
Q1 2024	26,185	$20.4M	0.3%	+16+0.1%	Added	Holders
Q4 2023	26,169	$15.2M	0.2%	+505+2.0%	Added	Holders
Q3 2023	25,664	$13.8M	0.2%	+66+0.3%	Added	Holders
Q2 2023	25,598	$12.0M	0.2%	+3,255+14.6%	Added	Holders
Q1 2023	22,343	$7.67M	0.1%	+534+2.4%	Added	Holders
Q4 2022	21,809	$7.98M	0.2%	−155−0.7%	Reduced	Holders
Q3 2022	21,964	$7.10M	0.2%	−196−0.9%	Reduced	Holders
Q2 2022	22,160	$7.18M	0.1%	−168−0.8%	Reduced	Holders
Q1 2022	22,328	$6.39M	0.1%	+126+0.6%	Added	Holders
Q4 2021	22,202	$6.13M	0.1%	+1,411+6.8%	Added	Holders
Q3 2021	20,791	$4.80M	0.1%	+505+2.5%	Added	Holders
Q2 2021	20,286	$4.66M	0.1%	−100−0.5%	Reduced	Holders
Q1 2021	20,386	$3.81M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.