Legacy Wealth Asset Management, LLC

Position in LLY — ELI LILLY & Co

CIK 1846151 WOODBURY, MN

Position in LLY

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$2,508,008

+$567,294 QoQ

Shares Held

2,091

-0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#2,296

of 4,605 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Legacy Wealth Asset Management, LLC holds $5,142,835 across 4 Drug Manufacturers - General names. LLY ranks #1 (48.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co This page	2,091	$2,508,008
2	AMGN	Amgen Inc	2,596	$940,063
3	GILD	Gilead Sciences, Inc.	7,422	$937,695
4	BMY	Bristol Myers Squibb Co	13,139	$757,069

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,508,008	2,091	-0.9%	Shares	Sole	2026-07-09
2026-03-31	$1,940,714	2,110	-0.8%	Shares	Sole	2026-04-08
2025-12-31	$2,285,844	2,127	-1.0%	Shares	Sole	2026-01-12
2025-09-30	$1,638,924	2,148	-34.1%	Shares	Sole	2025-10-14
2025-06-30	$2,539,708	3,258	-1.6%	Shares	Sole	2025-07-30
2025-03-31	$2,735,413	3,312	-2.3%	Shares	Sole	2025-04-09
2024-12-31	$2,617,080	3,390	-5.2%	Shares	Sole	2025-01-15
2024-09-30	$3,167,235	3,575	-6.0%	Shares	Sole	2024-10-23
2024-06-30	$3,444,970	3,805	-7.3%	Shares	Sole	2024-08-14
2024-03-31	$3,194,303	4,106	-7.1%	Shares	Sole	2024-04-19
2023-12-31	$2,577,672	4,422	-8.8%	Shares	Sole	2024-01-10
2023-09-30	$2,605,617	4,851	-6.3%	Shares	Sole	2023-11-01
2023-06-30	$2,426,971	5,175	-2.6%	Shares	Sole	2023-08-04
2023-03-31	$1,824,933	5,314	-1.0%	Shares	Sole	2023-04-24
2022-12-31	$1,964,194	5,369	-3.5%	Shares	Sole	2023-02-02
2022-09-30	$1,798,149	5,561	+2.8%	Shares	Sole	2022-10-14
2022-06-30	$1,754,408	5,411	-5.0%	Shares	Sole	2022-07-19
2022-03-31	$1,630,877	5,695	+1.7%	Shares	Sole	2022-05-12
2021-12-31	$1,547,384	5,602	+7.1%	Shares	Sole	2022-02-10
2021-09-30	$1,208,391	5,230	+16.8%	Shares	Sole	2021-10-19
2021-06-30	$1,028,020	4,479	+1.6%	Shares	Sole	2021-07-14
2021-03-31	$823,502	4,408	+1.1%	Shares	Sole	2021-04-20
2020-12-31	$735,973	4,359	—	Shares	Sole	2021-03-25
No filing history on record for this holder in this stock.