Position in LLY
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$21,502,183
+$4,975,756 QoQ
Shares Held
17,927
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
#858
of 4,605 holders
Holding Since
Dec 2022
15 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, 2026Cyndeo Wealth Partners, LLC holds $116,144,822 across 9 Drug Manufacturers - General names. LLY ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
137,211 | $34,527,776 | |
| 2 | LLY |
ELI LILLY & Co
This page
|
17,927 | $21,502,183 | |
| 3 | JNJ |
Johnson & Johnson
|
78,287 | $19,882,549 | |
| 4 | MRK |
Merck & Co., Inc.
|
108,426 | $13,932,741 | |
| 5 | PFE |
Pfizer Inc
|
536,714 | $12,924,073 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
186,460 | $10,743,825 | |
| 7 | AZN |
Astrazeneca PLC
|
6,841 | $1,297,190 | |
| 8 | NVS |
Novartis AG
|
4,490 | $703,672 |
All Filings in LLY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,502,183 | 17,927 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $16,526,427 | 17,968 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $16,054,646 | 14,939 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $10,627,827 | 13,929 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $10,963,309 | 14,064 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $10,684,797 | 12,937 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $9,180,624 | 11,892 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $9,798,496 | 11,060 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $10,257,955 | 11,330 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $8,529,553 | 10,964 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $5,969,683 | 10,241 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $3,605,216 | 6,712 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $3,355,551 | 7,155 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,027,895 | 5,905 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,334,218 | 3,647 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||