Position in LLY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,060,296
+$269,294 QoQ
Shares Held
884
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#3,097
of 4,605 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026RIDGECREST WEALTH PARTNERS, LLC holds $8,294,448 across 7 Drug Manufacturers - General names. LLY ranks #4 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
8,339 | $2,098,425 | |
| 2 | AMGN |
Amgen Inc
|
4,325 | $1,566,169 | |
| 3 | JNJ |
Johnson & Johnson
|
5,897 | $1,497,661 | |
| 4 | LLY |
ELI LILLY & Co
This page
|
884 | $1,060,296 | |
| 5 | MRK |
Merck & Co., Inc.
|
7,002 | $899,757 | |
| 6 | PFE |
Pfizer Inc
|
24,537 | $590,850 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
4,601 | $581,290 |
All Filings in LLY
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,060,296 | 884 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $791,002 | 860 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $945,718 | 880 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $676,781 | 887 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $689,104 | 884 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $752,404 | 911 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $703,292 | 911 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $722,927 | 816 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $775,005 | 856 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $665,933 | 856 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $498,979 | 856 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $454,411 | 846 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $396,757 | 846 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $291,907 | 850 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $310,964 | 850 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $339,517 | 1,050 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $372,864 | 1,150 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $329,325 | 1,150 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $419,854 | 1,520 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $351,196 | 1,520 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||