Position in LLY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,718,882
+$1,311,345 QoQ
Shares Held
4,768
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.24%
of 13F equity value
Holder Rank
#1,607
of 4,605 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026EPG Wealth Management LLC holds $13,175,595 across 8 Drug Manufacturers - General names. LLY ranks #1 (43.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
4,768 | $5,718,882 | |
| 2 | AMGN |
Amgen Inc
|
7,115 | $2,576,483 | |
| 3 | JNJ |
Johnson & Johnson
|
7,745 | $1,966,997 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
14,133 | $814,343 | |
| 5 | AZN |
Astrazeneca PLC
|
4,026 | $763,410 | |
| 6 | ABBV |
AbbVie Inc.
|
2,458 | $618,531 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
4,023 | $508,265 | |
| 8 | MRK |
Merck & Co., Inc.
|
1,624 | $208,684 |
All Filings in LLY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,718,882 | 4,768 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,407,537 | 4,792 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $5,802,197 | 5,399 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,137,749 | 5,423 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,844,641 | 4,932 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,905,728 | 4,729 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,740,340 | 4,845 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,713,200 | 5,320 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,552,931 | 0 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,674,761 | 6,009 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,397,840 | 5,829 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $3,206,666 | 5,970 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,886,102 | 6,154 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,066,701 | 6,018 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,259,221 | 3,442 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,324,118 | 4,095 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,296,595 | 3,999 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,152,352 | 4,024 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,014,003 | 3,671 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $820,689 | 3,552 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $789,089 | 3,438 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $610,154 | 3,266 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $481,025 | 2,849 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $225,286 | 1,522 | Shares | Sole | 2020-11-02 | |
| 2020-03-31 | $85,867 | 619 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||