Position in LLY
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$12,358,927
+$2,887,136 QoQ
Shares Held
10,304
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#1,139
of 4,605 holders
Holding Since
Mar 2020
24 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, 2026Wealthcare Advisory Partners LLC holds $56,868,613 across 12 Drug Manufacturers - General names. LLY ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
50,422 | $12,688,192 | |
| 2 | LLY |
ELI LILLY & Co
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|
10,304 | $12,358,927 | |
| 3 | JNJ |
Johnson & Johnson
|
37,978 | $9,645,272 | |
| 4 | AMGN |
Amgen Inc
|
15,360 | $5,562,163 | |
| 5 | MRK |
Merck & Co., Inc.
|
34,872 | $4,481,052 | |
| 6 | PFE |
Pfizer Inc
|
147,571 | $3,553,509 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
19,347 | $2,444,299 | |
| 8 | AZN |
Astrazeneca PLC
|
12,112 | $2,296,677 |
All Filings in LLY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,358,927 | 10,304 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $9,471,791 | 10,298 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $11,647,382 | 10,838 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $8,023,708 | 10,516 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $8,099,316 | 10,390 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $8,732,346 | 10,573 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $7,522,368 | 9,744 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $9,082,656 | 10,252 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $8,517,815 | 9,408 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,872,498 | 8,834 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,750,507 | 6,434 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,101,925 | 5,775 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $2,636,136 | 5,621 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,926,929 | 5,611 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,928,342 | 5,271 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,098,096 | 3,396 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,015,812 | 3,133 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $880,301 | 3,074 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $780,321 | 2,825 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $585,480 | 2,534 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $640,819 | 2,792 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $601,747 | 3,221 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $329,406 | 1,951 | Shares | Sole | 2021-02-12 | |
| 2020-03-31 | $128,038 | 923 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||