Position in LLY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$255,478
-$92,718 QoQ
Shares Held
213
-34.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#4,272
of 4,605 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Fiduciary Wealth Partners, LLC holds $1,423,176 across 4 Drug Manufacturers - General names. LLY ranks #3 (18.0% of the industry book) .
All Filings in LLY
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,478 | 213 | Shares | Sole | 2026-07-29 | |
| 2025-12-31 | $348,196 | 324 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $244,160 | 320 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $196,441 | 252 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $218,040 | 264 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||