Position in LLY
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$16,072,060
+$6,817,990 QoQ
Shares Held
17,474
+102.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $125,986,971 across 13 Drug Manufacturers - General names. LLY ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
157,263 | $38,441,367 | |
| 2 | MRK |
Merck & Co., Inc.
|
137,497 | $16,539,514 | |
| 3 | LLY |
ELI LILLY & Co
This page
|
17,474 | $16,072,060 | |
| 4 | NVO |
Novo Nordisk A S
|
385,620 | $14,171,535 | |
| 5 | PFE |
Pfizer Inc
|
500,221 | $14,046,205 | |
| 6 | ABBV |
AbbVie Inc.
|
52,656 | $11,452,153 | |
| 7 | AMGN |
Amgen Inc
|
20,942 | $7,368,442 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
39,903 | $2,420,116 |
All Filings in LLY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,072,060 | 17,474 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $9,254,070 | 8,611 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $7,024,178 | 9,206 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $9,344,226 | 11,987 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $7,139,991 | 8,645 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $15,575,872 | 20,176 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $7,636,802 | 8,620 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $7,233,080 | 7,989 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $6,126,435 | 7,875 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,106,671 | 7,045 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,066,074 | 7,570 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $3,648,664 | 7,780 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,426,949 | 7,067 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,531,978 | 6,921 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,951,093 | 6,034 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,986,232 | 6,126 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,659,514 | 5,795 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,585,226 | 5,739 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,312,132 | 5,679 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||