Position in LLY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$393,413
+$90,809 QoQ
Shares Held
328
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#3,946
of 4,605 holders
Holding Since
Sep 2020
12 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, 2026Adams Wealth Management holds $3,392,754 across 6 Drug Manufacturers - General names. LLY ranks #4 (11.6% of the industry book) .
All Filings in LLY
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393,413 | 328 | Shares | Other | 2026-08-10 | |
| 2026-03-31 | $302,604 | 329 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $353,569 | 329 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $255,605 | 335 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $261,142 | 335 | Shares | Sole | 2025-09-25 | |
| 2025-03-31 | $276,679 | 335 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $270,200 | 350 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $402,216 | 454 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $370,300 | 409 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $271,508 | 349 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $203,439 | 349 | Shares | Sole | 2024-02-12 | |
| 2020-09-30 | $54,175 | 366 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||