Position in LLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,536,443
+$10,857,287 QoQ
Shares Held
10,452
+101.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#1,136
of 4,605 holders
Holding Since
Jun 2022
3 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, 2026WCG Wealth Advisors LLC holds $47,610,651 across 10 Drug Manufacturers - General names. LLY ranks #1 (26.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
10,452 | $12,536,443 | |
| 2 | JNJ |
Johnson & Johnson
|
41,061 | $10,428,262 | |
| 3 | NVS |
Novartis AG
|
43,776 | $6,860,574 | |
| 4 | AMGN |
Amgen Inc
|
13,208 | $4,782,880 | |
| 5 | ABBV |
AbbVie Inc.
|
16,882 | $4,248,186 | |
| 6 | MRK |
Merck & Co., Inc.
|
23,852 | $3,064,982 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
43,889 | $2,528,884 | |
| 8 | PFE |
Pfizer Inc
|
79,512 | $1,914,648 |
All Filings in LLY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,536,443 | 10,452 | Shares | Sole | 2026-08-14 | |
| 2022-09-30 | $1,616,750 | 5,000 | Principal | Sole | 2022-11-14 | |
| 2022-09-30 | $62,406 | 193 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,695,398 | 5,229 | Shares | Sole | 2022-08-23 | |
| No filing history on record for this holder in this stock. | ||||||