Position in LLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,029,111
+$212,356 QoQ
Shares Held
858
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#3,123
of 4,605 holders
Holding Since
Dec 2020
15 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, 202644 WEALTH MANAGEMENT LLC holds $16,913,142 across 10 Drug Manufacturers - General names. LLY ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
23,812 | $6,047,533 | |
| 2 | BMY |
Bristol Myers Squibb Co
|
65,070 | $3,749,333 | |
| 3 | MRK |
Merck & Co., Inc.
|
15,847 | $2,036,339 | |
| 4 | SNY |
Sanofi
|
43,343 | $1,849,012 | |
| 5 | LLY |
ELI LILLY & Co
This page
|
858 | $1,029,111 | |
| 6 | AZN |
Astrazeneca PLC
|
2,817 | $534,159 | |
| 7 | NVS |
Novartis AG
|
3,161 | $495,391 | |
| 8 | AMGN |
Amgen Inc
|
1,359 | $492,121 |
All Filings in LLY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,029,111 | 858 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $816,755 | 888 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $954,315 | 888 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $902,629 | 1,183 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $950,247 | 1,219 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,332,192 | 1,613 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,377,248 | 1,784 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,796,686 | 2,028 | Shares | Sole | 2024-10-25 | |
| 2023-06-30 | $947,808 | 2,021 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $528,179 | 1,538 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $562,661 | 1,538 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $237,015 | 733 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $225,664 | 696 | Shares | Sole | 2022-07-22 | |
| 2021-06-30 | $1,965,150 | 8,562 | Shares | Sole | 2021-07-19 | |
| 2020-12-31 | $300,197 | 1,778 | Shares | Sole | 2021-03-05 | |
| No filing history on record for this holder in this stock. | ||||||