Position in LLY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,733,176
-$219,495 QoQ
Shares Held
1,445
-31.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2,631
of 4,605 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 33%
Shared 67%
None 0%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $11,856,271 across 9 Drug Manufacturers - General names. LLY ranks #4 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GSK |
GSK plc
|
54,996 | $2,882,890 | |
| 2 | AZN |
Astrazeneca PLC
|
14,483 | $2,746,265 | |
| 3 | AMGN |
Amgen Inc
|
6,591 | $2,386,732 | |
| 4 | LLY |
ELI LILLY & Co
This page
|
1,445 | $1,733,176 | |
| 5 | JNJ |
Johnson & Johnson
|
3,532 | $897,021 | |
| 6 | ABBV |
AbbVie Inc.
|
1,501 | $377,710 | |
| 7 | MRK |
Merck & Co., Inc.
|
2,546 | $327,161 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
2,201 | $278,073 |
All Filings in LLY
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,733,176 | 1,445 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $1,952,671 | 2,123 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,997,829 | 1,859 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $350,980 | 460 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $354,685 | 455 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $438,557 | 531 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $409,932 | 531 | Shares | Other | 2025-01-29 | |
| 2024-09-30 | $470,433 | 531 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $499,769 | 552 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $429,433 | 552 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $356,746 | 612 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $255,136 | 475 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $222,765 | 475 | Shares | Sole | 2023-07-19 | |
| 2022-12-31 | $232,674 | 636 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $205,650 | 636 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $206,210 | 636 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||