1858 Wealth Management, LLC
- SEC CIK
- 0002011812
- Latest filing
- Nov 14, 2025
LLY holding history
Eli Lilly & Co in every 13F filed by 1858 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 Q3 2025 holdings
- Shares (Q3 2025)
- 1,515
- Value
- $1.16M
- % of portfolio
- 0.8%
- Quarters held
- 6
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 1,515 | $1.16M | 0.8% | +118+8.4% | Added | Holders |
| Q2 2025 | 1,397 | $1.09M | 0.8% | +119+9.3% | Added | Holders |
| Q1 2025 | 1,278 | $1.06M | 0.9% | +245+23.7% | Added | Holders |
| Q4 2024 | 1,033 | $797.5K | 0.6% | +775+300.4% | Added | Holders |
| Q3 2024 | 258 | $228.6K | 0.2% | −66−20.4% | Reduced | Holders |
| Q2 2024 | 324 | $293.3K | 0.2% | +324 | New | Holders |