Position in LLY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$889,977
+$214,866 QoQ
Shares Held
742
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#3,244
of 4,605 holders
Holding Since
Jun 2022
17 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, 2026WEALTH EFFECTS LLC holds $10,574,441 across 8 Drug Manufacturers - General names. LLY ranks #6 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
10,756 | $2,706,639 | |
| 2 | PFE |
Pfizer Inc
|
78,083 | $1,880,238 | |
| 3 | JNJ |
Johnson & Johnson
|
6,920 | $1,757,472 | |
| 4 | MRK |
Merck & Co., Inc.
|
10,164 | $1,306,074 | |
| 5 | AMGN |
Amgen Inc
|
2,905 | $1,051,958 | |
| 6 | LLY |
ELI LILLY & Co
This page
|
742 | $889,977 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
13,775 | $793,715 | |
| 8 | OGN |
Organon & Co.
|
13,912 | $188,368 |
All Filings in LLY
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $889,977 | 742 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $675,111 | 734 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $879,088 | 818 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $653,891 | 857 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $832,538 | 1,068 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,411,480 | 1,709 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,526,244 | 1,977 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,200,674 | 2,484 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,480,741 | 2,740 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,189,179 | 2,814 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,743,513 | 2,991 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,154,829 | 2,150 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $619,053 | 1,320 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $449,880 | 1,310 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $376,815 | 1,030 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $279,697 | 865 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $233,445 | 720 | Shares | Sole | 2022-08-03 | |
| No filing history on record for this holder in this stock. | ||||||