Position in LLY
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,082,210
+$494,687 QoQ
Shares Held
1,736
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#2,464
of 4,604 holders
Holding Since
Dec 2021
19 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, 2026JGP Wealth Management, LLC holds $32,516,305 across 7 Drug Manufacturers - General names. LLY ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
43,268 | $15,668,208 | |
| 2 | JNJ |
Johnson & Johnson
|
32,356 | $8,217,453 | |
| 3 | ABBV |
AbbVie Inc.
|
17,144 | $4,314,116 | |
| 4 | LLY |
ELI LILLY & Co
This page
|
1,736 | $2,082,210 | |
| 5 | MRK |
Merck & Co., Inc.
|
12,367 | $1,589,159 | |
| 6 | NVS |
Novartis AG
|
2,511 | $393,523 | |
| 7 | PFE |
Pfizer Inc
|
10,450 | $251,636 |
All Filings in LLY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,082,210 | 1,736 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,587,523 | 1,726 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,859,196 | 1,730 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,265,054 | 1,658 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,368,854 | 1,756 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,453,601 | 1,760 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,388,056 | 1,798 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,552,166 | 1,752 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,550,010 | 1,712 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,485,125 | 1,909 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,074,321 | 1,843 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $981,336 | 1,827 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $861,516 | 1,837 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $630,862 | 1,837 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $667,658 | 1,825 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $644,759 | 1,994 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $579,399 | 1,787 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $503,438 | 1,758 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $461,287 | 1,670 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||