Position in LLY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,893,999
+$1,385,287 QoQ
Shares Held
4,914
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#1,584
of 4,605 holders
Holding Since
Mar 2024
10 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, 2026Peterson Wealth Services holds $13,297,121 across 8 Drug Manufacturers - General names. LLY ranks #1 (44.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
4,914 | $5,893,999 | |
| 2 | ABBV |
AbbVie Inc.
|
14,557 | $3,663,123 | |
| 3 | JNJ |
Johnson & Johnson
|
14,383 | $3,652,850 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
979 | $56,409 | |
| 5 | GRFS |
Grifols SA
|
1,521 | $10,768 | |
| 6 | GSK |
GSK plc
|
160 | $8,387 | |
| 7 | AZN |
Astrazeneca PLC
|
42 | $7,964 | |
| 8 | AMGN |
Amgen Inc
|
10 | $3,621 |
All Filings in LLY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,893,999 | 4,914 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,508,712 | 4,902 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,947,827 | 4,604 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,519,542 | 7,234 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,585,838 | 4,600 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,729,809 | 4,516 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,379,816 | 4,378 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $4,090,384 | 4,617 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,089,601 | 4,517 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,490,706 | 4,487 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||