Position in LLY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,335,065
+$1,035,141 QoQ
Shares Held
4,448
-4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,665
of 4,605 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Private Wealth Partners, LLC holds $114,747,737 across 10 Drug Manufacturers - General names. LLY ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
|
301,750 | $38,774,875 | |
| 2 | ABBV |
AbbVie Inc.
|
136,981 | $34,469,898 | |
| 3 | JNJ |
Johnson & Johnson
|
71,949 | $18,272,887 | |
| 4 | PFE |
Pfizer Inc
|
619,840 | $14,925,747 | |
| 5 | LLY |
ELI LILLY & Co
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|
4,448 | $5,335,065 | |
| 6 | NVO |
Novo Nordisk A S
|
30,735 | $1,473,435 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
6,018 | $760,314 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
5,300 | $305,386 |
All Filings in LLY
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,335,065 | 4,448 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,299,924 | 4,675 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $5,802,197 | 5,399 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,652,481 | 4,787 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,394,210 | 5,637 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $4,449,177 | 5,387 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,882,388 | 5,029 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $4,797,365 | 5,415 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,037,994 | 4,460 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,018,484 | 3,880 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,757,211 | 4,730 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,925,611 | 3,585 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,146,656 | 2,445 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $843,782 | 2,457 | Shares | Sole | 2023-05-04 | |
| 2020-12-31 | $264,909 | 1,569 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $306,253 | 2,069 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $339,688 | 2,069 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $287,011 | 2,069 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||