Position in LLY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$297,458
+$123,622 QoQ
Shares Held
248
+31.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#4,167
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, 2026Private Wealth Management Group, LLC holds $3,659,627 across 12 Drug Manufacturers - General names. LLY ranks #3 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
10,022 | $2,545,287 | |
| 2 | MRK |
Merck & Co., Inc.
|
2,491 | $320,093 | |
| 3 | LLY |
ELI LILLY & Co
This page
|
248 | $297,458 | |
| 4 | ABBV |
AbbVie Inc.
|
1,170 | $294,418 | |
| 5 | PFE |
Pfizer Inc
|
3,822 | $92,033 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
251 | $31,711 | |
| 7 | AMGN |
Amgen Inc
|
82 | $29,693 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
457 | $26,332 |
All Filings in LLY
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,458 | 248 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $173,836 | 189 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $210,637 | 196 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $150,311 | 197 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $148,110 | 190 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $132,971 | 161 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $104,220 | 135 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $135,548 | 153 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $140,333 | 155 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $133,809 | 172 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $101,428 | 174 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||