Madison Wealth Partners, Inc

Position in LLY — ELI LILLY & Co

CIK 1844424 MADISON, WI

Position in LLY

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,288,187

+$508,223 QoQ

Shares Held

1,074

+26.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#2,901

of 4,605 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Madison Wealth Partners, Inc holds $4,989,969 across 6 Drug Manufacturers - General names. LLY ranks #1 (25.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co This page	1,074	$1,288,187
2	JNJ	Johnson & Johnson	4,654	$1,181,976
3	MRK	Merck & Co., Inc.	8,024	$1,031,084
4	ABBV	AbbVie Inc.	3,685	$927,293
5	AMGN	Amgen Inc	996	$360,671
6	NVS	Novartis AG	1,281	$200,758

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,288,187	1,074	+26.7%	Shares	Sole	2026-08-12
2026-03-31	$779,964	848	+10.0%	Shares	Sole	2026-04-30
2025-12-31	$828,578	771	-2.4%	Shares	Sole	2026-02-10
2025-09-30	$602,770	790	+1.2%	Shares	Sole	2025-11-12
2025-06-30	$608,812	781	-9.9%	Shares	Sole	2025-07-29
2025-03-31	$716,063	867	-2.6%	Shares	Sole	2025-04-22
2024-12-31	$687,080	890	-0.4%	Shares	Sole	2025-02-10
2024-09-30	$792,030	894	+46.6%	Shares	Sole	2024-10-24
2024-06-30	$552,281	610	+1.7%	Shares	Sole	2024-08-09
2024-03-31	$466,776	600	+8.3%	Shares	Sole	2024-04-29
2023-12-31	$322,937	554	—	Shares	Sole	2024-02-12
No filing history on record for this holder in this stock.