Position in LLY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$728,054
+$198,267 QoQ
Shares Held
607
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#3,414
of 4,605 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0%
Shared 95%
None 5%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Meridian Wealth Partners, LLC holds $2,548,121 across 4 Drug Manufacturers - General names. LLY ranks #2 (28.6% of the industry book) .
All Filings in LLY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $728,054 | 607 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $529,787 | 576 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $601,820 | 560 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $439,488 | 576 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $520,726 | 668 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $516,193 | 625 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $518,784 | 672 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $590,036 | 666 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $612,942 | 677 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $561,687 | 722 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $353,832 | 607 | Shares | Defined | 2024-02-05 | |
| 2023-09-30 | $308,849 | 575 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $259,345 | 553 | Shares | Defined | 2023-08-02 | |
| 2021-09-30 | $58,917 | 255 | Shares | Defined | 2021-11-12 | |
| 2021-03-31 | $53,990 | 289 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $33,092 | 196 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $30,048 | 203 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $33,328 | 203 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $28,298 | 204 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||