Position in LLY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,830,105
+$2,779,938 QoQ
Shares Held
4,027
+80.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#1,741
of 4,605 holders
Holding Since
Sep 2024
8 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, 2026Abundance Wealth Counselors holds $44,555,696 across 12 Drug Manufacturers - General names. LLY ranks #6 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
30,368 | $7,641,803 | |
| 2 | JNJ |
Johnson & Johnson
|
23,066 | $5,858,072 | |
| 3 | AMGN |
Amgen Inc
|
14,911 | $5,399,571 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
91,814 | $5,290,322 | |
| 5 | NVS |
Novartis AG
|
32,213 | $5,048,421 | |
| 6 | LLY |
ELI LILLY & Co
This page
|
4,027 | $4,830,105 | |
| 7 | GSK |
GSK plc
|
65,979 | $3,458,619 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
22,139 | $2,797,041 |
All Filings in LLY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,830,105 | 4,027 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,050,167 | 2,229 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,987,083 | 1,849 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,449,700 | 1,900 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,343,909 | 1,724 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,285,115 | 1,556 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,188,108 | 1,539 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,289,928 | 1,456 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||