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, 2026Avidian 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 | |
| 2 | JNJ |
Johnson & Johnson
|
38,004 | $9,651,875 | |
| 3 | ABBV |
AbbVie Inc.
|
35,331 | $8,890,692 | |
| 4 | AMGN |
Amgen Inc
|
13,323 | $4,824,524 | |
| 5 | MRK |
Merck & Co., Inc.
|
33,988 | $4,367,458 | |
| 6 | PFE |
Pfizer Inc
|
79,424 | $1,912,529 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
14,589 | $1,843,174 | |
| 8 | NVO |
Novo Nordisk A S
|
31,634 | $1,516,533 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,399,058 | 8,670 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $7,337,005 | 7,977 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $6,060,121 | 5,639 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,032,455 | 5,285 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,746,421 | 4,806 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,266,651 | 5,166 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,800,556 | 4,923 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,886,618 | 4,387 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,824,325 | 4,224 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,806,879 | 3,608 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,716,116 | 2,944 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,519,003 | 2,828 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,414,443 | 3,016 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,619,951 | 7,629 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,859,405 | 7,816 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,377,915 | 7,354 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,374,660 | 7,324 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,802,699 | 6,295 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,752,339 | 6,344 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $910,568 | 3,941 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $813,877 | 3,546 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $647,704 | 3,467 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $576,757 | 3,416 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $454,421 | 3,070 | Shares | Sole | 2021-02-03 | |
| 2020-06-30 | $495,987 | 3,021 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $406,588 | 2,931 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||