Position in LLY
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,664,808
+$1,164,454 QoQ
Shares Held
1,388
+155.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.86%
of 13F equity value
Holder Rank
#2,667
of 4,605 holders
Holding Since
Dec 2023
11 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $5,335,672 across 14 Drug Manufacturers - General names. LLY ranks #1 (31.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
1,388 | $1,664,808 | |
| 2 | JNJ |
Johnson & Johnson
|
6,348 | $1,612,201 | |
| 3 | ABBV |
AbbVie Inc.
|
5,109 | $1,285,628 | |
| 4 | MRK |
Merck & Co., Inc.
|
2,212 | $284,242 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
1,235 | $156,029 | |
| 6 | AMGN |
Amgen Inc
|
315 | $114,067 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
1,417 | $81,647 | |
| 8 | BIIB |
Biogen Inc.
|
223 | $48,181 |
All Filings in LLY
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,664,808 | 1,388 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $500,354 | 544 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $605,044 | 563 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $463,904 | 608 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $438,095 | 562 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $527,756 | 639 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $501,800 | 650 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $575,861 | 650 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $588,497 | 650 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $505,674 | 650 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $466,336 | 800 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||