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Avidian Wealth Enterprises, LLC

Position in LLY — ELI LILLY & Co

CIK 1471474 HOUSTON, TX

Position in LLY

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$10,399,058
+$3,062,053 QoQ
Shares Held
8,670
+8.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#1,244
of 4,605 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 6% Shared 0% None 94%

Common Shares in LLY Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - General

Healthcare · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $46,072,826 across 12 Drug Manufacturers - General names. LLY ranks #1 (22.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LLY
ELI LILLY & Co
This page
8,670 $10,399,058

All Filings in LLY

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $10,399,058 8,670
2026-03-31 $7,337,005 7,977
2025-12-31 $6,060,121 5,639
2025-09-30 $4,032,455 5,285
2025-06-30 $3,746,421 4,806
2025-03-31 $4,266,651 5,166
2024-12-31 $3,800,556 4,923
2024-09-30 $3,886,618 4,387
2024-06-30 $3,824,325 4,224
2024-03-31 $2,806,879 3,608
2023-12-31 $1,716,116 2,944
2023-09-30 $1,519,003 2,828
2023-06-30 $1,414,443 3,016
2023-03-31 $2,619,951 7,629
2022-12-31 $2,859,405 7,816
2022-09-30 $2,377,915 7,354
2022-06-30 $2,374,660 7,324
2022-03-31 $1,802,699 6,295
2021-12-31 $1,752,339 6,344
2021-09-30 $910,568 3,941
2021-06-30 $813,877 3,546
2021-03-31 $647,704 3,467
2020-12-31 $576,757 3,416
2020-09-30 $454,421 3,070
2020-06-30 $495,987 3,021
2020-03-31 $406,588 2,931