ELI LILLY & CO · CUSIP 532457108 · CIK 1484540
As of 2026-06-30, WESPAC Advisors, LLC reported 1.17K LLY (shares), valued at $1.40M, or 0.68% of its reported non-derivative portfolio. Filed 2026-08-10.
Verify history & sources →Shares increased 137.40%; reported value increased 209.58%, and weight changed +0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.68% | 1,168 | SEC filing ↗Filed Aug 10, 2026 |
| Q1 2026 | 0.25% | 492 | SEC filing ↗Filed Apr 29, 2026 |
| Q4 2025 | 0.31% | 532 | SEC filing ↗Filed Jan 14, 2026 |
| Q3 2025 | 0.26% | 576 | SEC filing ↗Filed Oct 27, 2025 |
| Q2 2025 | 0.31% | 576 | SEC filing ↗Filed Jul 23, 2025 |
| Q1 2025 | 0.39% | 576 | SEC filing ↗Filed May 1, 2025 |
| Q4 2024 | 0.44% | 774 | SEC filing ↗Filed Feb 4, 2025 |
| Q3 2024 | 1.61% | 2,459 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 1.68% | 2,375 | SEC filing ↗Filed Jul 30, 2024 |
| Q1 2024 | 1.30% | 2,859 | SEC filing ↗Filed Apr 24, 2024 |
| Q4 2023 | 1.03% | 2,537 | SEC filing ↗Filed Jan 26, 2024 |
| Q3 2023 | 0.88% | 2,184 | SEC filing ↗Filed Oct 26, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.88% | 2,184 | $1.17M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 26, 2023 |
| Q4 2023 | 1.03% | 2,537 | $1.48M | Shares increased 16.16%; reported value increased 26.07%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2024 |
| Q1 2024 | 1.30% | 2,859 | $2.22M | Shares increased 12.69%; reported value increased 50.40%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2024 |
| Q2 2024 | 1.68% | 2,375 | $2.15M | Shares decreased 16.93%; reported value decreased 3.32%, and weight changed +0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2024 |
| Q3 2024 | 1.61% | 2,459 | $2.18M | Shares increased 3.54%; reported value increased 1.31%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 0.44% | 774 | $597.53K | Shares decreased 68.52%; reported value decreased 72.57%, and weight changed -1.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2025 |
| Q1 2025 | 0.39% | 576 | $475.72K | Shares decreased 25.58%; reported value decreased 20.38%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2025 |
| Q2 2025 | 0.31% | 576 | $449.01K | Shares unchanged; reported value decreased 5.62%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2025 |
| Q3 2025 | 0.26% | 576 | $439.49K | Shares unchanged; reported value decreased 2.12%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 27, 2025 |
| Q4 2025 | 0.31% | 532 | $571.73K | Shares decreased 7.64%; reported value increased 30.09%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2026 |
| Q1 2026 | 0.25% | 492 | $452.53K | Shares decreased 7.52%; reported value decreased 20.85%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2026 |
| Q2 2026 | 0.68% | 1,168 | $1.40M | Shares increased 137.40%; reported value increased 209.58%, and weight changed +0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 10, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.