Regent Peak Wealth Advisors LLC

Position in LLY — ELI LILLY & Co

CIK 1803329 ATLANTA, GA

Position in LLY

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$3,592,293

+$947,955 QoQ

Shares Held

2,995

+4.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.45%

of 13F equity value

Holder Rank

#1,981

of 4,605 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Regent Peak Wealth Advisors LLC holds $8,685,911 across 6 Drug Manufacturers - General names. LLY ranks #1 (41.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co This page	2,995	$3,592,293
2	ABBV	AbbVie Inc.	6,538	$1,645,222
3	JNJ	Johnson & Johnson	6,475	$1,644,455
4	MRK	Merck & Co., Inc.	7,297	$937,664
5	AMGN	Amgen Inc	1,729	$626,105
6	GILD	Gilead Sciences, Inc.	1,901	$240,172

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,592,293	2,995	+4.2%	Shares	Sole	2026-07-10
2026-03-31	$2,644,338	2,875	+4.2%	Shares	Sole	2026-04-14
2025-12-31	$2,963,967	2,758	+3.4%	Shares	Sole	2026-01-08
2025-09-30	$2,034,921	2,667	+0.0%	Shares	Sole	2025-10-16
2025-03-31	$2,201,876	2,666	+4.1%	Shares	Sole	2025-04-14
2024-12-31	$1,977,864	2,562	-0.7%	Shares	Sole	2025-01-07
2024-09-30	$2,284,839	2,579	-0.6%	Shares	Sole	2024-10-16
2024-06-30	$2,348,555	2,594	+2.1%	Shares	Sole	2024-08-14
2024-03-31	$1,976,018	2,540	-3.8%	Shares	Sole	2024-05-01
2023-12-31	$1,538,908	2,640	-1.2%	Shares	Sole	2024-01-23
2023-09-30	$1,434,674	2,671	+19.9%	Shares	Sole	2023-11-03
2023-06-30	$1,044,418	2,227	-0.4%	Shares	Sole	2023-07-19
2023-03-31	$768,230	2,237	-1.9%	Shares	Sole	2023-04-24
2022-12-31	$834,115	2,280	-16.4%	Shares	Sole	2023-02-08
2022-09-30	$881,775	2,727	-67.9%	Shares	Sole	2022-11-14
2022-06-30	$2,757,251	8,504	-7.9%	Shares	Sole	2022-08-11
2022-03-31	$2,643,481	9,231	+1.2%	Shares	Sole	2022-05-03
2021-12-31	$2,520,783	9,126	-9.7%	Shares	Sole	2022-02-11
2021-09-30	$2,335,915	10,110	-1.2%	Shares	Sole	2021-11-08
2021-06-30	$2,347,989	10,230	+5.4%	Shares	Sole	2021-08-16
2021-03-31	$1,812,527	9,702	-4.3%	Shares	Sole	2021-04-28
2020-12-31	$1,711,362	10,136	+1.6%	Shares	Sole	2021-02-12
2020-09-30	$1,477,239	9,980	+6.7%	Shares	Sole	2020-11-04
2020-06-30	$1,534,918	9,349	-0.4%	Shares	Sole	2020-08-05
2020-03-31	$1,302,580	9,390	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.