Position in LLY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$437,791
+$12,858 QoQ
Shares Held
365
-21.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.00%
of 13F equity value
Holder Rank
#3,858
of 4,605 holders
Holding Since
Dec 2023
10 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, 2026Dynamic Wealth Strategies, LLC holds $1,712,439 across 10 Drug Manufacturers - General names. LLY ranks #1 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
365 | $437,791 | |
| 2 | GILD |
Gilead Sciences, Inc.
|
3,172 | $400,750 | |
| 3 | JNJ |
Johnson & Johnson
|
1,348 | $342,351 | |
| 4 | ABBV |
AbbVie Inc.
|
796 | $200,305 | |
| 5 | MRK |
Merck & Co., Inc.
|
1,198 | $153,943 | |
| 6 | NVS |
Novartis AG
|
338 | $52,971 | |
| 7 | AZN |
Astrazeneca PLC
|
266 | $50,438 | |
| 8 | AMGN |
Amgen Inc
|
103 | $37,298 |
All Filings in LLY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,791 | 365 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $424,933 | 462 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $232,130 | 216 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $161,756 | 212 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $102,897 | 132 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $107,368 | 130 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $138,206 | 156 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $153,009 | 169 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $130,697 | 168 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $78,694 | 135 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||