Atlantic Edge Private Wealth Management, LLC
Position in LLY — ELI LILLY & Co
CIK 2011145
JACKSONVILLE, FL
Position in LLY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,548,464
+$435,543 QoQ
Shares Held
1,291
+6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#2,738
of 4,605 holders
Holding Since
Dec 2023
11 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, 2026Atlantic Edge Private Wealth Management, LLC holds $6,040,146 across 12 Drug Manufacturers - General names. LLY ranks #2 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
|
17,433 | $2,240,140 | |
| 2 | LLY |
ELI LILLY & Co
This page
|
1,291 | $1,548,464 | |
| 3 | JNJ |
Johnson & Johnson
|
3,045 | $773,338 | |
| 4 | ABBV |
AbbVie Inc.
|
2,417 | $608,213 | |
| 5 | NVS |
Novartis AG
|
2,270 | $355,754 | |
| 6 | AMGN |
Amgen Inc
|
923 | $334,236 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
1,650 | $95,073 | |
| 8 | AZN |
Astrazeneca PLC
|
207 | $39,251 |
All Filings in LLY
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,548,464 | 1,291 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,112,921 | 1,210 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,300,362 | 1,210 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $923,230 | 1,210 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $918,286 | 1,178 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $977,051 | 1,183 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $917,136 | 1,188 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,102,109 | 1,244 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,138,968 | 1,258 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,005,902 | 1,293 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $812,007 | 1,393 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||