Position in LLY
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$6,647,241
+$1,852,480 QoQ
Shares Held
5,542
+6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#1,512
of 4,604 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $36,865,204 across 12 Drug Manufacturers - General names. LLY ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
62,151 | $15,784,489 | |
| 2 | LLY |
ELI LILLY & Co
This page
|
5,542 | $6,647,241 | |
| 3 | ABBV |
AbbVie Inc.
|
14,618 | $3,678,473 | |
| 4 | MRK |
Merck & Co., Inc.
|
22,273 | $2,862,080 | |
| 5 | PFE |
Pfizer Inc
|
112,180 | $2,701,294 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
34,656 | $1,996,878 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
7,265 | $917,860 | |
| 8 | AMGN |
Amgen Inc
|
1,815 | $657,247 |
All Filings in LLY
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,647,241 | 5,542 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $4,794,761 | 5,213 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $5,736,642 | 5,338 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,080,524 | 5,348 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,382,380 | 4,339 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,420,919 | 4,142 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $2,951,356 | 3,823 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,028,142 | 3,418 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,708,452 | 1,887 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,239,290 | 1,593 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,069,075 | 1,834 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $955,017 | 1,778 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $819,308 | 1,747 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $764,796 | 2,227 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $750,818 | 2,322 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $692,555 | 2,136 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $683,851 | 2,388 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $684,196 | 2,477 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $505,306 | 2,187 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $525,141 | 2,288 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $414,927 | 2,221 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $340,719 | 2,018 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $276,945 | 1,871 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $331,315 | 2,018 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $274,804 | 1,981 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||