Activest Wealth Management

Position in LLY — ELI LILLY & Co

CIK 1883134 AVENTURA, FL

Position in LLY

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$3,086,133

+$658,860 QoQ

Shares Held

2,573

-2.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#779

of 2,003 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Activest Wealth Management holds $3,677,653 across 13 Drug Manufacturers - General names. LLY ranks #1 (83.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co This page	2,573	$3,086,133
2	PFE	Pfizer Inc	8,877	$213,758
3	MRK	Merck & Co., Inc.	793	$101,900
4	BMY	Bristol Myers Squibb Co	1,389	$80,034
5	NVO	Novo Nordisk A S	1,596	$76,512
6	JNJ	Johnson & Johnson	259	$65,778
7	ABBV	AbbVie Inc.	100	$25,164
8	AMGN	Amgen Inc	33	$11,949

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,086,133	2,573	-2.5%	Shares	Sole	2026-07-16
2026-03-31	$2,427,273	2,639	+342.8%	Shares	Sole	2026-04-15
2025-12-31	$640,509	596	+20.9%	Shares	Sole	2026-01-30
2025-09-30	$376,159	493	+156.8%	Shares	Sole	2025-11-03
2025-06-30	$149,669	192	-16.5%	Shares	Sole	2025-07-29
2025-03-31	$189,959	230	+101.8%	Shares	Sole	2025-05-15
2024-12-31	$88,008	114	-1.7%	Shares	Sole	2025-01-28
2024-09-30	$102,769	116	+132.0%	Shares	Sole	2024-11-12
2024-06-30	$45,269	50	0.0%	Shares	Sole	2024-07-30
2024-03-31	$38,898	50	—	Shares	Sole	2024-04-24
2023-09-30	$0	0	-100.0%	Shares	Sole	2023-10-10
2023-06-30	$41,270	88	—	Shares	Sole	2023-07-21
No filing history on record for this holder in this stock.