Position in LLY
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$275,868
+$2,900 QoQ
Shares Held
230
-9.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#4,221
of 4,605 holders
Holding Since
Mar 2025
4 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, 2026Austin Wealth Management, LLC holds $961,914 across 3 Drug Manufacturers - General names. LLY ranks #2 (28.7% of the industry book) .
All Filings in LLY
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,868 | 230 | Shares | Sole | 2026-07-22 | |
| 2025-12-31 | $272,968 | 254 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $585,221 | 767 | Shares | Sole | 2025-11-05 | |
| 2025-03-31 | $231,254 | 280 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||