Position in LLY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$484,569
+$106,544 QoQ
Shares Held
404
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#3,785
of 4,605 holders
Holding Since
Mar 2021
10 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, 2026Wagner Wealth Management, LLC holds $4,928,756 across 5 Drug Manufacturers - General names. LLY ranks #5 (9.8% of the industry book) .
All Filings in LLY
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $484,569 | 404 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $378,025 | 411 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $441,693 | 411 | Shares | Sole | 2026-01-30 | |
| 2024-06-30 | $360,341 | 398 | Shares | Sole | 2024-07-18 | |
| 2022-09-30 | $57,556 | 178 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $67,439 | 208 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $35,356 | 128 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $25,415 | 110 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $15,836 | 69 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $12,890 | 69 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||