Position in LLY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$6,799,569
+$1,507,213 QoQ
Shares Held
5,669
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#1,494
of 4,621 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $23,344,163 across 14 Drug Manufacturers - General names. LLY ranks #1 (29.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
5,669 | $6,799,569 | |
| 2 | ABBV |
AbbVie Inc.
|
18,395 | $4,628,917 | |
| 3 | AMGN |
Amgen Inc
|
11,683 | $4,230,647 | |
| 4 | JNJ |
Johnson & Johnson
|
10,495 | $2,665,415 | |
| 5 | MRK |
Merck & Co., Inc.
|
9,515 | $1,222,677 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
20,230 | $1,165,652 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
7,422 | $937,695 | |
| 8 | NVS |
Novartis AG
|
3,614 | $566,386 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,799,569 | 5,669 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,292,356 | 5,754 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,165,439 | 5,737 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,413,192 | 5,784 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,633,526 | 5,944 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $5,092,561 | 6,166 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $4,925,360 | 6,380 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $5,934,026 | 6,698 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,918,469 | 6,537 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $5,242,672 | 6,739 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,870,005 | 6,639 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $3,633,684 | 6,765 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $3,137,007 | 6,689 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,305,378 | 6,713 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,529,417 | 6,914 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,250,516 | 6,960 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $2,256,965 | 6,961 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,013,753 | 7,032 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,942,379 | 7,032 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,635,834 | 7,080 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,631,887 | 7,110 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,307,179 | 6,997 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,136,293 | 6,730 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $897,889 | 6,066 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,170,439 | 7,129 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,061,346 | 7,651 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||