Position in LLY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$9,084,483
+$1,986,618 QoQ
Shares Held
7,574
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
#1,311
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, 2026WEALTH ALLIANCE, LLC holds $31,462,048 across 11 Drug Manufacturers - General names. LLY ranks #1 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
7,574 | $9,084,483 | |
| 2 | ABBV |
AbbVie Inc.
|
21,367 | $5,376,791 | |
| 3 | AMGN |
Amgen Inc
|
11,201 | $4,056,106 | |
| 4 | JNJ |
Johnson & Johnson
|
14,755 | $3,747,327 | |
| 5 | MRK |
Merck & Co., Inc.
|
21,770 | $2,797,445 | |
| 6 | PFE |
Pfizer Inc
|
93,388 | $2,248,783 | |
| 7 | AZN |
Astrazeneca PLC
|
8,277 | $1,569,484 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
18,651 | $1,074,670 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,084,483 | 7,574 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $7,097,865 | 7,717 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $8,463,105 | 7,875 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $6,073,480 | 7,960 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $6,534,020 | 8,382 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $6,242,227 | 7,558 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $5,659,532 | 7,331 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $6,089,951 | 6,874 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $6,098,639 | 6,736 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $5,686,109 | 7,309 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $4,209,265 | 7,221 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $3,725,533 | 6,936 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $3,295,991 | 7,028 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $2,255,925 | 6,569 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $2,238,574 | 6,119 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,893,537 | 5,856 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,891,556 | 5,834 | Shares | Sole | 2022-10-11 | |
| 2022-03-31 | $694,160 | 2,424 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $638,619 | 2,312 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $756,688 | 3,275 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $748,005 | 3,259 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $501,985 | 2,687 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $586,042 | 3,471 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $363,389 | 2,455 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $387,300 | 2,359 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $258,990 | 1,867 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||