Position in LLY
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,357,754
-$33,858 QoQ
Shares Held
1,132
-25.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#2,852
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)
Derivatives in LLY
reported options exposure · as of Sep 30, 2025CallValue
$15,200
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Core Wealth Partners LLC holds $9,914,904 across 8 Drug Manufacturers - General names. LLY ranks #4 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
11,580 | $2,940,972 | |
| 2 | GILD |
Gilead Sciences, Inc.
|
18,313 | $2,313,664 | |
| 3 | ABBV |
AbbVie Inc.
|
6,948 | $1,748,394 | |
| 4 | LLY |
ELI LILLY & Co
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|
1,132 | $1,357,754 | |
| 5 | MRK |
Merck & Co., Inc.
|
6,447 | $828,439 | |
| 6 | PFE |
Pfizer Inc
|
11,587 | $279,014 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
4,220 | $243,156 | |
| 8 | AMGN |
Amgen Inc
|
562 | $203,511 |
All Filings in LLY
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,357,754 | 1,132 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,391,612 | 1,513 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,632,439 | 1,519 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,319,990 | 1,730 | Shares | Sole | 2025-11-04 | |
| 2025-09-30 | $15,200 | 200 | Call | Sole | 2025-11-04 | |
| 2025-06-30 | $1,134,216 | 1,455 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $755,707 | 915 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $597,528 | 774 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $482,837 | 545 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $305,113 | 337 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $207,715 | 267 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||