Position in LLY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,075,888
+$301,442 QoQ
Shares Held
897
+6.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#3,080
of 4,605 holders
Holding Since
Mar 2023
13 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, 2026Legacy Capital Wealth Partners, LLC holds $5,346,918 across 8 Drug Manufacturers - General names. LLY ranks #1 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
897 | $1,075,888 | |
| 2 | ABBV |
AbbVie Inc.
|
3,593 | $904,142 | |
| 3 | GSK |
GSK plc
|
14,870 | $779,485 | |
| 4 | JNJ |
Johnson & Johnson
|
2,667 | $677,337 | |
| 5 | AZN |
Astrazeneca PLC
|
3,478 | $659,498 | |
| 6 | AMGN |
Amgen Inc
|
1,494 | $541,007 | |
| 7 | SNY |
Sanofi
|
11,251 | $479,967 | |
| 8 | NVS |
Novartis AG
|
1,465 | $229,594 |
All Filings in LLY
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,075,888 | 897 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $774,446 | 842 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $801,711 | 746 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $524,944 | 688 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $700,017 | 898 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $909,326 | 1,101 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $650,024 | 842 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $482,837 | 545 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $568,578 | 628 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,578,429 | 8,456 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $309,530 | 531 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $319,592 | 595 | Shares | Sole | 2023-10-16 | |
| 2023-03-31 | $200,900 | 585 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||