Position in LLY
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$20,011,291
+$4,229,878 QoQ
Shares Held
16,684
-2.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#890
of 4,605 holders
Holding Since
Jun 2024
9 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $87,794,871 across 13 Drug Manufacturers - General names. LLY ranks #2 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
94,734 | $24,059,593 | |
| 2 | LLY |
ELI LILLY & Co
This page
|
16,684 | $20,011,291 | |
| 3 | ABBV |
AbbVie Inc.
|
64,821 | $16,311,556 | |
| 4 | AMGN |
Amgen Inc
|
22,302 | $8,076,000 | |
| 5 | MRK |
Merck & Co., Inc.
|
29,135 | $3,743,847 | |
| 6 | NVS |
Novartis AG
|
20,054 | $3,142,862 | |
| 7 | PFE |
Pfizer Inc
|
117,466 | $2,828,581 | |
| 8 | GSK |
GSK plc
|
43,867 | $2,299,508 |
All Filings in LLY
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,011,291 | 16,684 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $15,781,413 | 17,158 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $7,593,689 | 7,066 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,656,882 | 7,414 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,630,545 | 7,223 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,517,078 | 6,680 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $4,536,272 | 5,876 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $4,148,857 | 4,683 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $4,066,966 | 4,492 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||