Position in LLY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,162,022
+$1,053,200 QoQ
Shares Held
3,470
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.17%
of 13F equity value
Holder Rank
#1,855
of 4,605 holders
Holding Since
Mar 2022
18 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, 2026Stone Summit Wealth LLC holds $13,570,520 across 6 Drug Manufacturers - General names. LLY ranks #1 (30.7% of the industry book) .
All Filings in LLY
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,162,022 | 3,470 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,108,822 | 3,380 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,614,149 | 3,363 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,535,449 | 3,323 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,485,004 | 1,905 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,567,577 | 1,898 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,465,256 | 1,898 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,708,978 | 1,929 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,752,815 | 1,936 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,513,910 | 1,946 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,148,935 | 1,971 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,010,341 | 1,881 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $858,702 | 1,831 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $632,236 | 1,841 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $674,608 | 1,844 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $596,257 | 1,844 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $564,484 | 1,741 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $484,251 | 1,691 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||