Position in LLY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$744,846
+$171,830 QoQ
Shares Held
621
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#3,392
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, 2026Outlook Wealth Advisors, LLC holds $4,668,543 across 4 Drug Manufacturers - General names. LLY ranks #2 (16.0% 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 | $744,846 | 621 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $573,016 | 623 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $667,376 | 621 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $468,482 | 614 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $230,740 | 296 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $263,465 | 319 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $266,340 | 345 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $271,097 | 306 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $204,615 | 226 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $593,583 | 763 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $395,802 | 679 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $283,067 | 527 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $274,822 | 586 | Shares | Sole | 2023-07-10 | |
| 2022-12-31 | $205,602 | 562 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||