Position in LLY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$77,946,164
+$19,261,159 QoQ
Shares Held
64,986
+1.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#433
of 4,605 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026NewEdge Wealth, LLC holds $502,588,092 across 13 Drug Manufacturers - General names. LLY ranks #4 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
422,116 | $106,221,270 | |
| 2 | GILD |
Gilead Sciences, Inc.
|
754,019 | $95,262,760 | |
| 3 | NVS |
Novartis AG
|
579,486 | $90,817,045 | |
| 4 | LLY |
ELI LILLY & Co
This page
|
64,986 | $77,946,164 | |
| 5 | JNJ |
Johnson & Johnson
|
255,223 | $64,818,985 | |
| 6 | AMGN |
Amgen Inc
|
110,074 | $39,859,996 | |
| 7 | MRK |
Merck & Co., Inc.
|
64,900 | $8,339,650 | |
| 8 | AZN |
Astrazeneca PLC
|
33,124 | $6,280,972 |
All Filings in LLY
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,946,164 | 64,986 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $58,685,005 | 63,804 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $68,537,723 | 63,775 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $43,787,044 | 57,388 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $52,516,936 | 67,370 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $56,744,146 | 68,705 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $62,068,028 | 80,399 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $65,821,798 | 74,296 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $57,923,496 | 63,977 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $51,875,928 | 66,682 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $44,743,190 | 76,757 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $36,356,718 | 67,687 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $28,872,284 | 61,564 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $18,394,262 | 53,562 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $18,647,962 | 50,973 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $15,632,355 | 48,345 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,044,670 | 43,317 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $347,939 | 1,215 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||