Position in LLY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$33,509,677
+$8,147,940 QoQ
Shares Held
27,938
+1.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.19%
of 13F equity value
Holder Rank
#667
of 4,605 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Spire Wealth Management holds $51,426,589 across 15 Drug Manufacturers - General names. LLY ranks #1 (65.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
27,938 | $33,509,677 | |
| 2 | NVS |
Novartis AG
|
35,965 | $5,636,434 | |
| 3 | ABBV |
AbbVie Inc.
|
13,113 | $3,299,755 | |
| 4 | JNJ |
Johnson & Johnson
|
12,264 | $3,114,688 | |
| 5 | MRK |
Merck & Co., Inc.
|
19,212 | $2,468,742 | |
| 6 | AMGN |
Amgen Inc
|
4,384 | $1,587,534 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
4,696 | $593,292 | |
| 8 | PFE |
Pfizer Inc
|
18,451 | $444,300 |
All Filings in LLY
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,509,677 | 27,938 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $25,361,737 | 27,574 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $29,789,056 | 27,719 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $20,697,901 | 27,127 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $21,253,884 | 27,265 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $27,911,628 | 33,795 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $25,435,084 | 32,947 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $28,791,278 | 32,498 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $28,276,827 | 31,232 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $24,472,287 | 31,457 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $18,116,570 | 31,079 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $15,511,777 | 28,879 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $16,160,112 | 34,458 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $11,766,942 | 34,264 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $12,038,330 | 32,906 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $9,243,606 | 28,587 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $12,480,909 | 38,494 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,738,269 | 9,562 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $4,266,494 | 15,446 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,960,459 | 8,485 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,741,597 | 7,588 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,702,538 | 14,466 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||