Position in LLY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$14,298,406
+$3,101,127 QoQ
Shares Held
11,921
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#1,057
of 4,605 holders
Holding Since
Mar 2020
26 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, 2026Principle Wealth Partners LLC holds $78,818,305 across 10 Drug Manufacturers - General names. LLY ranks #2 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
112,674 | $28,615,815 | |
| 2 | LLY |
ELI LILLY & Co
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|
11,921 | $14,298,406 | |
| 3 | AMGN |
Amgen Inc
|
31,526 | $11,416,195 | |
| 4 | MRK |
Merck & Co., Inc.
|
79,812 | $10,255,842 | |
| 5 | ABBV |
AbbVie Inc.
|
32,482 | $8,173,770 | |
| 6 | PFE |
Pfizer Inc
|
160,668 | $3,868,885 | |
| 7 | NVS |
Novartis AG
|
4,772 | $747,867 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
11,000 | $633,820 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,298,406 | 11,921 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $11,197,279 | 12,174 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $13,620,495 | 12,674 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,189,926 | 6,802 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $5,265,725 | 6,755 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $5,464,220 | 6,616 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $5,051,196 | 6,543 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $5,826,827 | 6,577 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,987,277 | 6,613 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,063,741 | 6,509 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,743,512 | 6,422 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $3,116,428 | 5,802 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,645,516 | 5,641 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,923,838 | 5,602 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,242,758 | 3,397 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,049,917 | 3,247 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,052,774 | 3,247 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $929,843 | 3,247 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $896,886 | 3,247 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $749,757 | 3,245 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $744,792 | 3,245 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $830,414 | 4,445 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $750,493 | 4,445 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $284,938 | 1,925 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $316,046 | 1,925 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $267,036 | 1,925 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||