Position in LLY
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$6,259,825
+$2,263,425 QoQ
Shares Held
5,219
+20.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,548
of 4,605 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Derivatives in LLY
reported options exposure · as of Jun 30, 2024CallValue
$0
CallShares
0
PutValue
$543,228
PutShares
600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026SteelPeak Wealth, LLC holds $140,108,606 across 11 Drug Manufacturers - General names. LLY ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
188,790 | $68,364,634 | |
| 2 | JNJ |
Johnson & Johnson
|
90,701 | $23,035,332 | |
| 3 | MRK |
Merck & Co., Inc.
|
170,247 | $21,876,739 | |
| 4 | ABBV |
AbbVie Inc.
|
37,009 | $9,312,944 | |
| 5 | PFE |
Pfizer Inc
|
289,182 | $6,963,502 | |
| 6 | LLY |
ELI LILLY & Co
This page
|
5,219 | $6,259,825 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
48,151 | $2,774,460 | |
| 8 | BIIB |
Biogen Inc.
|
3,011 | $650,556 |
All Filings in LLY
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,259,825 | 5,219 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $3,996,400 | 4,345 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,656,588 | 4,333 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,722,970 | 6,190 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,644,439 | 5,958 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $4,345,112 | 5,261 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $4,300,812 | 5,571 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $5,061,375 | 5,713 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $543,228 | 600 | Put | Sole | 2024-07-17 | |
| 2024-06-30 | $5,188,732 | 5,731 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,873,784 | 3,694 | Shares | Sole | 2024-04-18 | |
| 2024-03-31 | $466,776 | 600 | Put | Sole | 2024-04-18 | |
| 2024-03-31 | $155,592 | 200 | Call | Sole | 2024-04-18 | |
| 2023-12-31 | $1,866,509 | 3,202 | Shares | Sole | 2024-01-24 | |
| 2023-12-31 | $349,752 | 600 | Call | Sole | 2024-01-24 | |
| 2023-09-30 | $1,681,216 | 3,130 | Shares | Sole | 2023-11-03 | |
| 2023-09-30 | $537,130 | 1,000 | Call | Sole | 2023-11-03 | |
| 2023-06-30 | $703,470 | 1,500 | Call | Sole | 2023-08-03 | |
| 2023-06-30 | $3,585,352 | 7,645 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,661,161 | 7,749 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $548,760 | 1,500 | Put | Sole | 2023-01-25 | |
| 2022-12-31 | $1,883,710 | 5,149 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,027,282 | 3,177 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,124,429 | 3,468 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $926,120 | 3,234 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $737,507 | 2,670 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $745,136 | 3,225 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $561,635 | 2,447 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,265,005 | 12,124 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,044,781 | 6,188 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $572,097 | 3,865 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,158,618 | 7,057 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $666,133 | 4,802 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||