Position in LLY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$11,877,956
+$2,648,984 QoQ
Shares Held
9,903
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#1,160
of 4,604 holders
Holding Since
Dec 2021
19 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, 2026Cornerstone Wealth Group, LLC holds $69,741,368 across 10 Drug Manufacturers - General names. LLY ranks #4 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
72,568 | $18,261,011 | |
| 2 | JNJ |
Johnson & Johnson
|
64,694 | $16,430,335 | |
| 3 | AMGN |
Amgen Inc
|
36,800 | $13,326,016 | |
| 4 | LLY |
ELI LILLY & Co
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|
9,903 | $11,877,956 | |
| 5 | NVS |
Novartis AG
|
29,903 | $4,686,398 | |
| 6 | MRK |
Merck & Co., Inc.
|
23,956 | $3,078,346 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
15,440 | $889,652 | |
| 8 | PFE |
Pfizer Inc
|
20,478 | $493,110 |
All Filings in LLY
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,877,956 | 9,903 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $9,228,972 | 10,034 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $14,092,280 | 13,113 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $9,758,770 | 12,790 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $9,869,629 | 12,661 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $10,351,130 | 12,533 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $9,764,256 | 12,648 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $11,130,064 | 12,563 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $11,080,945 | 12,239 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $9,321,516 | 11,982 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $7,951,028 | 13,640 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,221,712 | 13,445 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $8,953,297 | 19,091 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $6,506,091 | 18,945 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $7,370,212 | 20,146 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $6,620,914 | 20,476 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $7,139,544 | 22,020 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $4,304,713 | 15,032 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $3,848,849 | 13,934 | Shares | Sole | 2022-01-25 | |
| No filing history on record for this holder in this stock. | ||||||