MinichMacGregor Wealth Management, LLC
Position in LLY — ELI LILLY & Co
CIK 1744318
Saratoga Springs, NY
Position in LLY
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$969,139
+$531,329 QoQ
Shares Held
808
+69.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#3,174
of 4,605 holders
Holding Since
Dec 2022
14 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, 2026MinichMacGregor Wealth Management, LLC holds $1,822,894 across 3 Drug Manufacturers - General names. LLY ranks #1 (53.2% of the industry book) .
All Filings in LLY
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $969,139 | 808 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $437,810 | 476 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $559,908 | 521 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $532,574 | 698 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $8,157,001 | 10,464 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $9,559,082 | 11,574 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $706,380 | 915 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $646,736 | 730 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $619,279 | 684 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $530,568 | 682 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $240,163 | 412 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $265,879 | 495 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $228,393 | 487 | Shares | Sole | 2023-07-13 | |
| 2022-12-31 | $208,528 | 570 | Shares | Sole | 2023-01-09 | |
| No filing history on record for this holder in this stock. | ||||||