Position in LLY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$10,874,033
+$3,134,169 QoQ
Shares Held
9,066
+7.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#1,214
of 4,605 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $44,193,858 across 13 Drug Manufacturers - General names. LLY ranks #1 (24.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
9,066 | $10,874,033 | |
| 2 | JNJ |
Johnson & Johnson
|
36,864 | $9,362,350 | |
| 3 | ABBV |
AbbVie Inc.
|
37,047 | $9,322,507 | |
| 4 | MRK |
Merck & Co., Inc.
|
31,533 | $4,051,990 | |
| 5 | AMGN |
Amgen Inc
|
6,385 | $2,312,136 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
35,921 | $2,069,768 | |
| 7 | PFE |
Pfizer Inc
|
79,869 | $1,923,245 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
10,686 | $1,350,069 |
All Filings in LLY
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,874,033 | 9,066 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $7,739,864 | 8,415 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $8,884,380 | 8,267 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,383,728 | 7,056 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $5,053,692 | 6,483 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $5,875,523 | 7,114 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $6,760,404 | 8,757 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $12,961,302 | 14,630 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $12,493,338 | 13,799 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $7,017,977 | 9,021 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $5,754,586 | 9,872 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $2,098,566 | 3,907 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $903,255 | 1,926 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||