Question 1

How many shares of LLY does Williams Jones Wealth Management, LLC. own?

Accepted Answer

As of 2026-Q2, Williams Jones Wealth Management, LLC. holds 117,525 shares of LLY (ELI LILLY & CO).

Question 2

What is Williams Jones Wealth Management, LLC.'s LLY position worth?

Accepted Answer

As of 2026-Q2, Williams Jones Wealth Management, LLC.'s LLY position is worth $141M.

Question 3

Is Williams Jones Wealth Management, LLC. buying or selling LLY?

Accepted Answer

In 2026-Q2, Williams Jones Wealth Management, LLC. increased their LLY position (+36.7% change in shares).

Question 4

When did Williams Jones Wealth Management, LLC. first buy LLY?

Accepted Answer

Based on available 13F filings, Williams Jones Wealth Management, LLC. first reported a position in LLY in 2019-Q3. They have held the position across 28 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	117,525	+36.7%	$141M	1.6%	$1,197.71	62
2026-Q1	Increased	85,949	+1.6%	$79.1M	1.0%	$916.88	42
2025-Q4	Increased	84,596	+12.4%	$90.9M	1.0%	$1,069.51	53
2025-Q3	Decreased	75,257	-16.1%	$57.4M	0.7%	$758.22	0
2025-Q2	Decreased	89,672	-3.1%	$69.9M	0.8%	$772.95	0
2025-Q1	Increased	92,511	+222.4%	$76.4M	1.0%	$817.26	68
2024-Q4	Increased	28,693	+6.0%	$22.2M	0.3%	$762.60	36
2024-Q3	Increased	27,082	+13.6%	$24M	0.3%	$873.71	39
2024-Q2	Increased	23,843	+5.3%	$21.6M	0.3%	$891.63	36
2024-Q1	Increased	22,650	+3.9%	$17.6M	0.2%	$764.84	35
2023-Q4	Increased	21,791	+3.9%	$12.7M	0.2%	$572.09	35
2023-Q3	Increased	20,976	+2.5%	$11.3M	0.2%	$526.18	34
2023-Q2	Increased	20,472	+8.4%	$9.6M	0.1%	$458.43	36
2023-Q1	Increased	18,888	+4.7%	$6.5M	0.1%	$334.83	34
2022-Q4	Increased	18,048	+10.3%	$6.6M	0.1%	$355.54	36
2022-Q3	Decreased	16,357	-1.4%	$5.3M	0.1%	$313.37	0
2022-Q2	Increased	16,584	+21.2%	$5.4M	0.1%	$313.20	32
2022-Q1	Decreased	13,680	-3.8%	$3.9M	0.1%	$275.70	0
2021-Q4	Increased	14,216	+0.5%	$3.9M	0.0%	$264.82	27
2021-Q3	Decreased	14,147	-22.0%	$3.3M	0.0%	$220.80	0
2021-Q2	Decreased	18,138	-3.1%	$4.2M	0.1%	$218.63	0
2021-Q1	Decreased	18,728	-1.4%	$3.5M	0.1%	$177.17	0
2020-Q4	Increased	19,000	+10.5%	$3.2M	0.1%	$159.46	29
2020-Q3	Increased	17,200	+2.6%	$2.5M	0.0%	$139.08	27
2020-Q2	Increased	16,759	+5.4%	$2.8M	0.1%	$153.51	28
2020-Q1	Increased	15,900	+0.9%	$2.2M	0.1%	$129.10	26
2019-Q4	Increased	15,753	+31.0%	$2.1M	0.0%	$121.68	33
2019-Q3	New	12,028	-	$1.3M	0.0%	$102.95	35

LLY28 quarters

LLY
28 quarters