ELI LILLY & CO · CUSIP 532457108 · CIK 2008409
As of Jun 30, 2026, StoneCrest Wealth Management, Inc. reported 5.35K LLY (shares), valued at $6.42M, or 2.05% of its reported non-derivative portfolio. Filed Jul 9, 2026.
Verify history & sources →Shares decreased 16.13%; reported value increased 9.37%, 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 | 2.05% | 5,351 | SEC filing ↗Filed Jul 9, 2026 |
| Q1 2026 | 2.48% | 6,380 | SEC filing ↗Filed Apr 8, 2026 |
| Q4 2025 | 2.86% | 6,598 | SEC filing ↗Filed Jan 16, 2026 |
| Q3 2025 | 2.11% | 6,307 | SEC filing ↗Filed Oct 23, 2025 |
| Q2 2025 | 2.33% | 6,262 | SEC filing ↗Filed Jul 15, 2025 |
| Q1 2025 | 3.21% | 6,109 | SEC filing ↗Filed Apr 11, 2025 |
| Q4 2024 | 2.65% | 5,268 | SEC filing ↗Filed Jan 15, 2025 |
| Q3 2024 | 3.18% | 4,932 | SEC filing ↗Filed Oct 8, 2024 |
| Q2 2024 | 3.40% | 4,925 | SEC filing ↗Filed Jul 15, 2024 |
| Q1 2024 | 1.07% | 1,583 | SEC filing ↗Filed Apr 22, 2024 |
| Q4 2023 | 0.56% | 1,002 | SEC filing ↗Filed Jan 22, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.56% | 1,002 | $584.09K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jan 22, 2024 |
| Q1 2024 | 1.07% | 1,583 | $1.23M | Shares increased 57.98%; reported value increased 110.84%, and weight changed +0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2024 |
| Q2 2024 | 3.40% | 4,925 | $4.46M | Shares increased 211.12%; reported value increased 262.08%, and weight changed +2.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2024 |
| Q3 2024 | 3.18% | 4,932 | $4.37M | Shares increased 0.14%; reported value decreased 2.01%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 8, 2024 |
| Q4 2024 | 2.65% | 5,268 | $4.07M | Shares increased 6.81%; reported value decreased 6.92%, and weight changed -0.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2025 |
| Q1 2025 | 3.21% | 6,109 | $5.05M | Shares increased 15.96%; reported value increased 24.06%, and weight changed +0.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2025 |
| Q2 2025 | 2.33% | 6,262 | $4.88M | Shares increased 2.50%; reported value decreased 3.25%, and weight changed -0.88 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2025 |
| Q3 2025 | 2.11% | 6,307 | $4.81M | Shares increased 0.72%; reported value decreased 1.42%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2025 |
| Q4 2025 | 2.86% | 6,598 | $7.09M | Shares increased 4.61%; reported value increased 47.35%, and weight changed +0.75 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2026 |
| Q1 2026 | 2.48% | 6,380 | $5.87M | Shares decreased 3.30%; reported value decreased 17.24%, and weight changed -0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 8, 2026 |
| Q2 2026 | 2.05% | 5,351 | $6.42M | Shares decreased 16.13%; reported value increased 9.37%, and weight changed -0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2026 |
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{"action":"portfolio","cik":"2008409","quarter":"2026Q2","cusip":"532457108"}
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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.