Position in LLY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$50,456,426
+$11,610,860 QoQ
Shares Held
42,067
-0.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.62%
of 13F equity value
Holder Rank
#544
of 4,605 holders
Holding Since
Sep 2021
20 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $156,714,234 across 14 Drug Manufacturers - General names. LLY ranks #1 (32.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
42,067 | $50,456,426 | |
| 2 | JNJ |
Johnson & Johnson
|
94,695 | $24,049,689 | |
| 3 | ABBV |
AbbVie Inc.
|
92,097 | $23,175,289 | |
| 4 | MRK |
Merck & Co., Inc.
|
145,564 | $18,704,974 | |
| 5 | AMGN |
Amgen Inc
|
25,505 | $9,235,870 | |
| 6 | PFE |
Pfizer Inc
|
316,786 | $7,628,206 | |
| 7 | NVS |
Novartis AG
|
47,580 | $7,456,737 | |
| 8 | AZN |
Astrazeneca PLC
|
38,745 | $7,346,826 |
All Filings in LLY
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,456,426 | 42,067 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $38,845,566 | 42,234 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $22,014,821 | 20,485 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $13,878,207 | 18,189 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,644,165 | 3,392 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $3,572,060 | 4,325 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $3,111,160 | 4,030 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $3,570,338 | 4,030 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $3,819,798 | 4,219 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $3,429,247 | 4,408 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $2,407,459 | 4,130 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,869,749 | 3,481 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,709,901 | 3,646 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,266,532 | 3,688 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,465,555 | 4,006 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,275,292 | 3,944 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,259,957 | 3,886 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,248,000 | 4,358 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,363,145 | 4,935 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $625,452 | 2,707 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||