Position in LLY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,297,783
+$818,583 QoQ
Shares Held
1,082
+107.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#2,894
of 4,605 holders
Holding Since
Sep 2023
12 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, 2026Capital Advisors Wealth Management, LLC holds $7,903,651 across 7 Drug Manufacturers - General names. LLY ranks #3 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
12,836 | $3,230,051 | |
| 2 | JNJ |
Johnson & Johnson
|
7,114 | $1,806,742 | |
| 3 | LLY |
ELI LILLY & Co
This page
|
1,082 | $1,297,783 | |
| 4 | MRK |
Merck & Co., Inc.
|
4,622 | $593,927 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
3,386 | $427,787 | |
| 6 | AMGN |
Amgen Inc
|
890 | $322,286 | |
| 7 | PFE |
Pfizer Inc
|
9,347 | $225,075 |
All Filings in LLY
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,297,783 | 1,082 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $479,200 | 521 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $571,729 | 532 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $376,159 | 493 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $399,119 | 512 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $346,056 | 419 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $301,852 | 391 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $365,893 | 413 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $362,152 | 400 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $311,184 | 400 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $233,168 | 400 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $219,149 | 408 | Shares | Sole | 2023-10-11 | |
| No filing history on record for this holder in this stock. | ||||||