Philip James Wealth Mangement, LLC

Position in LLY — ELI LILLY & Co

CIK 2002630 MILTON, GA

Position in LLY

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$5,086,783

+$1,136,371 QoQ

Shares Held

4,241

-1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#1,701

of 4,605 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Healthcare · as of Jun 30, 2026

Philip James Wealth Mangement, LLC holds $77,068,819 across 8 Drug Manufacturers - General names. LLY ranks #5 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRK	Merck & Co., Inc.	173,727	$22,323,919
2	JNJ	Johnson & Johnson	81,906	$20,801,666
3	NVO	Novo Nordisk A S	269,741	$12,931,383
4	PFE	Pfizer Inc	443,426	$10,677,698
5	LLY	ELI LILLY & Co This page	4,241	$5,086,783
6	AMGN	Amgen Inc	8,948	$3,240,249
7	GILD	Gilead Sciences, Inc.	12,976	$1,639,387
8	BIIB	Biogen Inc.	1,702	$367,734

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,086,783	4,241	-1.3%	Shares	Sole	2026-07-27
2026-03-31	$3,950,412	4,295	+0.2%	Shares	Sole	2026-04-28
2025-12-31	$4,607,153	4,287	-4.4%	Shares	Sole	2026-01-20
2025-09-30	$3,422,818	4,486	+0.2%	Shares	Sole	2025-10-24
2025-06-30	$3,491,514	4,479	-25.1%	Shares	Sole	2025-07-18
2025-03-31	$4,938,115	5,979	-3.5%	Shares	Sole	2025-04-24
2024-12-31	$4,782,540	6,195	-8.8%	Shares	Sole	2025-01-31
2024-09-30	$6,019,076	6,794	+1416.5%	Shares	Sole	2024-10-31
2024-06-30	$405,610	448	-32.9%	Shares	Sole	2024-07-23
2024-03-31	$519,677	668	+0.1%	Shares	Sole	2024-04-29
2023-12-31	$388,807	667	—	Shares	Sole	2024-01-29
No filing history on record for this holder in this stock.