Position in LLY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$6,724,005
+$1,913,608 QoQ
Shares Held
5,606
+7.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#1,502
of 4,605 holders
Holding Since
Jun 2021
21 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, 2026Accurate Wealth Management, LLC holds $29,695,787 across 9 Drug Manufacturers - General names. LLY ranks #2 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
32,380 | $8,223,548 | |
| 2 | LLY |
ELI LILLY & Co
This page
|
5,606 | $6,724,005 | |
| 3 | ABBV |
AbbVie Inc.
|
20,888 | $5,256,256 | |
| 4 | MRK |
Merck & Co., Inc.
|
29,492 | $3,789,722 | |
| 5 | AMGN |
Amgen Inc
|
4,565 | $1,653,077 | |
| 6 | PFE |
Pfizer Inc
|
59,520 | $1,433,241 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
10,275 | $1,298,143 | |
| 8 | AZN |
Astrazeneca PLC
|
4,440 | $841,912 |
All Filings in LLY
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,724,005 | 5,606 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,810,397 | 5,230 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $5,735,567 | 5,337 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,952,340 | 5,180 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,564,011 | 4,572 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $3,529,113 | 4,273 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $3,226,960 | 4,180 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $3,602,232 | 4,066 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,711,613 | 2,995 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,135,500 | 2,745 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,654,326 | 2,838 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,613,538 | 3,004 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,222,161 | 2,606 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $779,219 | 2,269 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $838,139 | 2,291 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $889,212 | 2,750 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $378,376 | 1,167 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $349,944 | 1,222 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $300,803 | 1,089 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $237,288 | 1,027 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $229,060 | 998 | Shares | Sole | 2021-08-25 | |
| No filing history on record for this holder in this stock. | ||||||