Position in LLY
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$307,054
+$21,006 QoQ
Shares Held
256
-17.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#4,141
of 4,605 holders
Holding Since
Sep 2022
16 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, 2026Abound Wealth Management holds $1,569,247 across 14 Drug Manufacturers - General names. LLY ranks #3 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
1,408 | $354,309 | |
| 2 | AMGN |
Amgen Inc
|
892 | $323,011 | |
| 3 | LLY |
ELI LILLY & Co
This page
|
256 | $307,054 | |
| 4 | MRK |
Merck & Co., Inc.
|
1,649 | $211,896 | |
| 5 | JNJ |
Johnson & Johnson
|
630 | $160,001 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
1,791 | $103,197 | |
| 7 | AZN |
Astrazeneca PLC
|
197 | $37,355 | |
| 8 | PFE |
Pfizer Inc
|
1,183 | $28,486 |
All Filings in LLY
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,054 | 256 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $286,048 | 311 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $289,088 | 269 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $192,276 | 252 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $152,787 | 196 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $156,922 | 190 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $122,748 | 159 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $139,092 | 157 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $134,901 | 149 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $133,809 | 172 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $97,930 | 168 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $91,849 | 171 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $81,133 | 173 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $46,361 | 135 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $58,168 | 159 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $39,448 | 122 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||