Amplius Wealth Advisors, LLC

Position in LLY — ELI LILLY & Co

CIK 1900584 BLUE BELL, PA

Position in LLY

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,511,281

+$592,431 QoQ

Shares Held

1,260

+26.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#2,755

of 4,605 holders

Holding Since

Dec 2021

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Amplius Wealth Advisors, LLC holds $5,162,556 across 7 Drug Manufacturers - General names. LLY ranks #2 (29.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	6,887	$1,749,091
2	LLY	ELI LILLY & Co This page	1,260	$1,511,281
3	ABBV	AbbVie Inc.	3,241	$815,565
4	PFE	Pfizer Inc	14,251	$343,164
5	MRK	Merck & Co., Inc.	2,153	$276,660
6	GILD	Gilead Sciences, Inc.	2,109	$266,451
7	BMY	Bristol Myers Squibb Co	3,477	$200,344

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,511,281	1,260	+26.1%	Shares	Sole	2026-07-17
2026-03-31	$918,850	999	-2.7%	Shares	Sole	2026-04-13
2025-12-31	$1,103,696	1,027	+3.4%	Shares	Sole	2026-01-12
2025-09-30	$757,659	993	-30.3%	Shares	Sole	2025-10-21
2025-06-30	$1,110,050	1,424	-7.9%	Shares	Sole	2025-08-04
2025-03-31	$1,276,856	1,546	+1.3%	Shares	Sole	2025-04-10
2024-12-31	$1,178,072	1,526	+4.2%	Shares	Sole	2025-01-16
2024-09-30	$1,297,902	1,465	-0.5%	Shares	Sole	2024-10-16
2024-06-30	$1,332,719	1,472	-1.8%	Shares	Sole	2024-07-22
2024-03-31	$1,166,162	1,499	-4.3%	Shares	Sole	2024-04-17
2023-12-31	$912,852	1,566	+0.1%	Shares	Sole	2024-01-10
2023-09-30	$840,608	1,565	+25.9%	Shares	Sole	2023-10-17
2023-06-30	$582,942	1,243	+11.1%	Shares	Sole	2023-07-26
2023-03-31	$384,286	1,119	+98.1%	Shares	Sole	2023-04-25
2022-12-31	$206,699	565	-13.6%	Shares	Sole	2023-01-19
2021-12-31	$180,647	654	—	Shares	Sole	2022-01-28
No filing history on record for this holder in this stock.