Position in LLY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$71,965
+$62,768 QoQ
Shares Held
60
+500.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#4,506
of 4,605 holders
Holding Since
Jun 2025
5 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, 2026IMG Wealth Management, Inc. holds $1,166,217 across 9 Drug Manufacturers - General names. LLY ranks #2 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
3,620 | $919,371 | |
| 2 | LLY |
ELI LILLY & Co
This page
|
60 | $71,965 | |
| 3 | MRK |
Merck & Co., Inc.
|
418 | $53,713 | |
| 4 | ABBV |
AbbVie Inc.
|
158 | $39,759 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
525 | $30,250 | |
| 6 | PFE |
Pfizer Inc
|
983 | $23,670 | |
| 7 | AMGN |
Amgen Inc
|
57 | $20,640 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
54 | $6,822 |
All Filings in LLY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,965 | 60 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $9,197 | 10 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $89,198 | 83 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $34,335 | 45 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $35,078 | 45 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||