Position in LLY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,434,518
+$423,691 QoQ
Shares Held
1,196
+8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#2,813
of 4,605 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 9%
None 91%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Palumbo Wealth Management LLC holds $8,213,716 across 6 Drug Manufacturers - General names. LLY ranks #2 (17.5% of the industry book) .
All Filings in LLY
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,434,518 | 1,196 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,010,827 | 1,099 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,114,443 | 1,037 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $789,705 | 1,035 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $774,073 | 993 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $410,477 | 497 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||