Position in LLY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$18,458,029
+$6,754,876 QoQ
Shares Held
15,389
+20.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.80%
of 13F equity value
Holder Rank
#923
of 4,621 holders
Holding Since
Jun 2020
24 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, 2026Strategic Wealth Partners, Ltd. holds $59,561,760 across 15 Drug Manufacturers - General names. LLY ranks #1 (31.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
15,389 | $18,458,029 | |
| 2 | AZN |
Astrazeneca PLC
|
88,890 | $16,855,321 | |
| 3 | ABBV |
AbbVie Inc.
|
63,589 | $16,001,535 | |
| 4 | AMGN |
Amgen Inc
|
12,495 | $4,524,689 | |
| 5 | MRK |
Merck & Co., Inc.
|
12,974 | $1,667,159 | |
| 6 | JNJ |
Johnson & Johnson
|
5,276 | $1,339,945 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
4,957 | $285,622 | |
| 8 | NVS |
Novartis AG
|
1,133 | $177,563 |
All Filings in LLY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,458,029 | 15,389 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $11,703,153 | 12,724 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $13,298,091 | 12,374 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $11,017,720 | 14,440 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,733,759 | 17,618 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $11,040,372 | 14,301 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,579,895 | 11,942 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $10,400,100 | 11,487 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $8,334,285 | 10,713 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $5,672,394 | 9,731 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $5,733,325 | 10,674 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $4,732,477 | 10,091 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $3,575,002 | 10,410 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $3,643,034 | 9,958 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $2,587,446 | 8,002 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $2,461,878 | 7,593 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $2,768,911 | 9,669 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $2,071,097 | 7,498 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,649,697 | 7,140 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,521,028 | 6,627 | Shares | Sole | 2021-08-25 | |
| 2021-03-31 | $857,877 | 4,592 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $817,185 | 4,840 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $737,583 | 4,983 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $521,599 | 3,177 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||