Position in LLY
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$4,350,332
+$1,042,840 QoQ
Shares Held
3,627
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.56%
of 13F equity value
Holder Rank
#1,821
of 4,605 holders
Holding Since
Dec 2020
23 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, 2026Wealth Dimensions Group, Ltd. holds $13,797,187 across 9 Drug Manufacturers - General names. LLY ranks #1 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
3,627 | $4,350,332 | |
| 2 | JNJ |
Johnson & Johnson
|
12,417 | $3,153,545 | |
| 3 | MRK |
Merck & Co., Inc.
|
15,763 | $2,025,545 | |
| 4 | ABBV |
AbbVie Inc.
|
5,070 | $1,275,814 | |
| 5 | AMGN |
Amgen Inc
|
3,220 | $1,166,026 | |
| 6 | PFE |
Pfizer Inc
|
25,257 | $608,188 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
8,551 | $492,708 | |
| 8 | AZN |
Astrazeneca PLC
|
2,002 | $379,619 |
All Filings in LLY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,350,332 | 3,627 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,307,492 | 3,596 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,981,689 | 3,705 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,923,053 | 3,831 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,002,749 | 3,852 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,047,607 | 3,690 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,715,896 | 3,518 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,886,392 | 3,258 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,876,392 | 3,177 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,522,146 | 3,242 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,738,267 | 2,982 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,876,732 | 3,494 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,647,057 | 3,512 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,085,894 | 3,162 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,098,983 | 3,004 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $994,301 | 3,075 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $977,229 | 3,014 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $894,047 | 3,122 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $847,995 | 3,070 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $710,247 | 3,074 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $705,544 | 3,074 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $576,713 | 3,087 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $531,170 | 3,146 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||