ELI LILLY & CO · CUSIP 532457108 · CIK 2009882
As of 2026-06-30, EAGLE WEALTH STRATEGIES LLC reported 4.11K LLY (shares), valued at $4.92M, or 1.88% of its reported non-derivative portfolio. Filed 2026-07-09.
Verify history & sources →Shares decreased 0.51%; reported value increased 29.72%, and weight changed +0.22 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 | 1.88% | 4,105 | SEC filing ↗Filed Jul 9, 2026 |
| Q1 2026 | 1.66% | 4,126 | SEC filing ↗Filed Apr 10, 2026 |
| Q4 2025 | 2.07% | 4,127 | SEC filing ↗Filed Jan 6, 2026 |
| Q3 2025 | 1.56% | 4,114 | SEC filing ↗Filed Nov 7, 2025 |
| Q2 2025 | 1.80% | 4,122 | SEC filing ↗Filed Jul 17, 2025 |
| Q1 2025 | 2.10% | 4,149 | SEC filing ↗Filed Apr 14, 2025 |
| Q4 2024 | 2.32% | 4,147 | SEC filing ↗Filed Jan 17, 2025 |
| Q3 2024 | 2.64% | 4,079 | SEC filing ↗Filed Oct 8, 2024 |
| Q2 2024 | 2.96% | 4,040 | SEC filing ↗Filed Jul 18, 2024 |
| Q1 2024 | 2.48% | 4,015 | SEC filing ↗Filed Apr 15, 2024 |
| Q4 2023 | 1.41% | 4,005 | SEC filing ↗Filed Feb 5, 2024 |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | 1.41% | 4,005 | $2.33M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 5, 2024 |
| Q1 2024 | 2.48% | 4,015 | $3.05M | Shares increased 0.25%; reported value increased 30.80%, and weight changed +1.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2024 |
| Q2 2024 | 2.96% | 4,040 | $3.66M | Shares increased 0.62%; reported value increased 19.78%, and weight changed +0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2024 |
| Q3 2024 | 2.64% | 4,079 | $3.61M | Shares increased 0.97%; reported value decreased 1.20%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 8, 2024 |
| Q4 2024 | 2.32% | 4,147 | $3.20M | Shares increased 1.67%; reported value decreased 11.41%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2025 |
| Q1 2025 | 2.10% | 4,149 | $3.43M | Shares increased 0.05%; reported value increased 7.04%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2025 |
| Q2 2025 | 1.80% | 4,122 | $3.21M | Shares decreased 0.65%; reported value decreased 6.23%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2025 |
| Q3 2025 | 1.56% | 4,114 | $3.14M | Shares decreased 0.19%; reported value decreased 2.30%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2025 |
| Q4 2025 | 2.07% | 4,127 | $4.44M | Shares increased 0.32%; reported value increased 41.27%, and weight changed +0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 6, 2026 |
| Q1 2026 | 1.66% | 4,126 | $3.80M | Shares decreased 0.02%; reported value decreased 14.43%, and weight changed -0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 10, 2026 |
| Q2 2026 | 1.88% | 4,105 | $4.92M | Shares decreased 0.51%; reported value increased 29.72%, and weight changed +0.22 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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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.