Independent Solutions Wealth Management, LLC

Position in LLY — ELI LILLY & Co

CIK 1818391 Williamsville, NY

Back to LLY Full portfolio

Position in LLY

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,093,880

+$232,056 QoQ

Shares Held

912

-2.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#3,059

of 4,605 holders

Holding Since

Sep 2023

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, 2026

Independent Solutions Wealth Management, LLC holds $17,707,026 across 6 Drug Manufacturers - General names. LLY ranks #6 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	19,481	$4,947,589
2	MRK	Merck & Co., Inc.	28,910	$3,714,935
3	AMGN	Amgen Inc	9,777	$3,540,447
4	ABBV	AbbVie Inc.	12,974	$3,264,777
5	GILD	Gilead Sciences, Inc.	9,066	$1,145,398
6	LLY	ELI LILLY & Co This page	912	$1,093,880

All Filings in LLY

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12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,093,880	912	-2.7%	Shares	Sole	2026-07-29
2026-03-31	$861,824	937	+10.9%	Shares	Sole	2026-04-27
2025-12-31	$908,104	845	+0.2%	Shares	Sole	2026-02-05
2025-09-30	$643,209	843	+3.6%	Shares	Sole	2025-10-23
2025-06-30	$634,537	814	-7.6%	Shares	Sole	2025-07-23
2025-03-31	$727,626	881	+0.7%	Shares	Sole	2025-04-23
2024-12-31	$675,500	875	+0.3%	Shares	Sole	2025-02-11
2024-09-30	$772,539	872	+6.0%	Shares	Sole	2024-12-19
2024-06-30	$745,127	823	-6.2%	Shares	Sole	2024-12-19
2024-03-31	$682,270	877	+6.3%	Shares	Sole	2024-12-19
2023-12-31	$480,909	825	+111.5%	Shares	Sole	2024-12-19
2023-09-30	$209,480	390	—	Shares	Sole	2024-12-19
No filing history on record for this holder in this stock.