Position in LLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,419,024
+$954,462 QoQ
Shares Held
4,518
-6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.12%
of 13F equity value
Holder Rank
#1,654
of 4,605 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $26,909,774 across 14 Drug Manufacturers - General names. LLY ranks #2 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
33,173 | $8,424,946 | |
| 2 | LLY |
ELI LILLY & Co
This page
|
4,518 | $5,419,024 | |
| 3 | MRK |
Merck & Co., Inc.
|
36,409 | $4,678,556 | |
| 4 | ABBV |
AbbVie Inc.
|
17,347 | $4,365,198 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
20,647 | $1,189,679 | |
| 6 | AMGN |
Amgen Inc
|
3,138 | $1,136,331 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
7,232 | $913,690 | |
| 8 | PFE |
Pfizer Inc
|
17,600 | $423,807 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,419,024 | 4,518 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $4,464,562 | 4,854 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $5,229,393 | 4,866 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,577,884 | 2,068 | Shares | Sole | 2026-02-20 | |
| 2025-06-30 | $1,592,579 | 2,043 | Shares | Sole | 2026-02-20 | |
| 2025-03-31 | $463,334 | 561 | Shares | Sole | 2026-02-20 | |
| 2024-12-31 | $467,832 | 606 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $526,247 | 594 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $487,999 | 539 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $430,210 | 553 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $322,936 | 554 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $327,111 | 609 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $284,670 | 607 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $966,383 | 2,814 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $216,942 | 593 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $816,134 | 2,524 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $756,103 | 2,332 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $675,260 | 2,358 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $161,588 | 585 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $148,795 | 644 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $110,169 | 480 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $124,047 | 664 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $107,550 | 637 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $106,870 | 722 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $106,224 | 647 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $84,064 | 606 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||