WEALTHGARDEN F.S. LLC LLY — ELI LILLY & CO

Ownership history in WEALTHGARDEN F.S. LLC  ·  9 quarters on record

AI Ownership Summary

WEALTHGARDEN F.S. LLC reported ELI LILLY & CO (LLY) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 1.09% in 2024 Q2. The latest visible filing shows LLY at 0.69% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTHGARDEN F.S. LLC's position in ELI LILLY & CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

LLY was reported at 0.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.09% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LLY stock page WEALTHGARDEN F.S. LLC fund profile WEALTHGARDEN F.S. LLC full holdings
How WEALTHGARDEN F.S. LLC held LLY — position size vs. price
% of Fund (quarterly)    LLY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 1,010 +43 +4.4% 0.69% $1.2M 2026-07-31 $1148.84
2026 Q1 REDUCED 6.9% +34.0% ❌ 967 -72 -6.9% 0.61% $889K 2026-05-04 $966.27
2025 Q4 REDUCED 7.9% -14.3% ✅ 1,039 -89 -7.9% 0.73% $1.1M 2026-02-11 $1011.78
2025 Q3 REDUCED 13.0% +41.6% ❌ 1,128 -169 -13.0% 0.65% $913K 2025-11-04 $902.47
2025 Q2 REDUCED — — — 1,297 -3 -0.2% 0.80% $960K 2025-08-11 $630.76
2025 Q1 ADDED — — — 1,300 +17 +1.3% 1.03% $1.1M 2025-05-02 $816.16
2024 Q4 REDUCED 90.3% +7.2% ❌ 1,283 -11,911 -90.3% 0.93% $990K 2025-02-04 $817.18
2024 Q3 ADDED — — — 13,194 +12,053 +1056.4% 0.71% $11.7M 2024-11-12 $808.71
2024 Q2 INITIATED — — — 1,141 — — 1.09% $1.0M 2024-08-08 $833.67

🏢 Other funds also holding LLY

As of 2026 Q2 — sorted by position size

LILLY ENDOWMENT INC 3Y 7Y 100.0% Private Capital Advisors, Inc. 3Y 7Y 43.24% Bedel Financial Consulting, Inc. 3Y 7Y 36.97% Goelzer Investment Management, Inc. 3Y 7Y 28.1% Cascade Financial Partners, LLC 24.65% WEATHERLY ASSET MANAGEMENT L. P. 3Y 7Y 23.19% SAPIENT CAPITAL LLC 22.72% Partnership Wealth Management, LLC 17.16% OLD NATIONAL BANCORP /IN/ 3Y 7Y 14.45% Holistic Financial Partners 3Y 7Y 14.19%

FAQ About WEALTHGARDEN F.S. LLC and LLY

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEALTHGARDEN F.S. LLC reported owning LLY?

WEALTHGARDEN F.S. LLC reported LLY across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported LLY position in WEALTHGARDEN F.S. LLC's portfolio?

The largest reported portfolio weight for LLY was 1.09% in 2024 Q2.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2026 Q2, when WEALTHGARDEN F.S. LLC reported 1,010 shares, equal to 0.69% of portfolio, with an estimated market value of $1.2M.

What does the chart on this LLY ownership page compare?

The chart compares WEALTHGARDEN F.S. LLC's quarterly LLY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WEALTHGARDEN F.S. LLC time their LLY position?

Based on 13F filing dates vs. subsequent LLY price moves, WEALTHGARDEN F.S. LLC correctly timed 3 out of 8 reported position changes (38%). The annualised alpha on LLY relative to SPY over the holding period was -2.2%.

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