Position in LLY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$942,752
+$226,252 QoQ
Shares Held
786
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#3,194
of 4,605 holders
Holding Since
Mar 2023
14 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, 2026Opal Wealth Advisors, LLC holds $5,257,340 across 8 Drug Manufacturers - General names. LLY ranks #2 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
6,171 | $1,552,870 | |
| 2 | LLY |
ELI LILLY & Co
This page
|
786 | $942,752 | |
| 3 | NVS |
Novartis AG
|
4,383 | $686,903 | |
| 4 | JNJ |
Johnson & Johnson
|
2,037 | $517,336 | |
| 5 | AMGN |
Amgen Inc
|
1,394 | $504,795 | |
| 6 | AZN |
Astrazeneca PLC
|
2,227 | $422,283 | |
| 7 | MRK |
Merck & Co., Inc.
|
2,998 | $385,243 | |
| 8 | PFE |
Pfizer Inc
|
10,181 | $245,158 |
All Filings in LLY
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $942,752 | 786 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $716,500 | 779 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $831,802 | 774 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $594,377 | 779 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $928,420 | 1,191 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $795,351 | 963 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $784,352 | 1,016 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $811,521 | 916 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $739,695 | 817 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $617,700 | 794 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $430,194 | 738 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $379,213 | 706 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $302,023 | 644 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $236,959 | 690 | Shares | Sole | 2023-04-19 | |
| No filing history on record for this holder in this stock. | ||||||