Position in LLY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$8,458,381
+$2,102,771 QoQ
Shares Held
7,052
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.52%
of 13F equity value
Holder Rank
#1,353
of 4,604 holders
Holding Since
Jun 2022
17 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, 2026Aprio Wealth Management, LLC holds $32,790,600 across 13 Drug Manufacturers - General names. LLY ranks #1 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
7,052 | $8,458,381 | |
| 2 | JNJ |
Johnson & Johnson
|
21,754 | $5,524,863 | |
| 3 | MRK |
Merck & Co., Inc.
|
35,856 | $4,607,496 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
68,912 | $3,970,709 | |
| 5 | ABBV |
AbbVie Inc.
|
10,430 | $2,624,605 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
15,500 | $1,958,270 | |
| 7 | NVS |
Novartis AG
|
8,513 | $1,334,157 | |
| 8 | AMGN |
Amgen Inc
|
3,328 | $1,205,135 |
All Filings in LLY
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,458,381 | 7,052 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,355,610 | 6,910 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,048,319 | 3,767 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,025,765 | 2,655 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,040,030 | 2,617 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,420,742 | 2,931 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,028,044 | 2,627 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,099,677 | 2,370 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,409,676 | 1,557 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,210,505 | 1,556 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $686,679 | 1,178 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $620,922 | 1,156 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $458,662 | 978 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $373,640 | 1,088 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $283,891 | 776 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $282,284 | 873 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $318,069 | 981 | Shares | Sole | 2022-07-26 | |
| No filing history on record for this holder in this stock. | ||||||