Position in LLY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$33,380,139
+$19,114,507 QoQ
Shares Held
27,830
+79.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#672
of 4,605 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, 2026Wealthspire Advisors, LLC holds $100,760,753 across 13 Drug Manufacturers - General names. LLY ranks #1 (33.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
27,830 | $33,380,139 | |
| 2 | JNJ |
Johnson & Johnson
|
101,693 | $25,826,971 | |
| 3 | ABBV |
AbbVie Inc.
|
67,367 | $16,952,231 | |
| 4 | MRK |
Merck & Co., Inc.
|
75,165 | $9,658,702 | |
| 5 | AMGN |
Amgen Inc
|
13,416 | $4,858,201 | |
| 6 | PFE |
Pfizer Inc
|
141,769 | $3,413,797 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
40,673 | $2,343,578 | |
| 8 | AZN |
Astrazeneca PLC
|
6,632 | $1,257,559 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,380,139 | 27,830 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $14,265,632 | 15,510 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $13,767,726 | 12,811 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,122,312 | 8,024 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,966,702 | 16,634 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $13,791,044 | 16,698 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $6,723,348 | 8,709 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $6,234,359 | 7,037 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,171,530 | 5,712 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,666,982 | 5,999 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,733,019 | 6,404 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,197,534 | 5,953 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,704,273 | 3,634 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,283,703 | 3,738 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,114,189 | 5,779 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,284,022 | 3,971 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $873,799 | 2,695 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $581,903 | 2,032 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,554,013 | 5,626 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,490,503 | 6,451 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $566,914 | 2,470 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,241,466 | 11,998 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,562,107 | 9,252 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $999,579 | 6,753 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $809,735 | 4,932 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,618,862 | 11,670 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||