Position in LLY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$397,011
+$92,568 QoQ
Shares Held
331
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#3,941
of 4,605 holders
Holding Since
Sep 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, 2026Summit Wealth Partners, LLC holds $8,124,213 across 7 Drug Manufacturers - General names. LLY ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
13,396 | $3,402,182 | |
| 2 | MRK |
Merck & Co., Inc.
|
15,653 | $2,011,410 | |
| 3 | ABBV |
AbbVie Inc.
|
3,699 | $930,816 | |
| 4 | PFE |
Pfizer Inc
|
21,656 | $521,476 | |
| 5 | AMGN |
Amgen Inc
|
1,372 | $496,828 | |
| 6 | LLY |
ELI LILLY & Co
This page
|
331 | $397,011 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
2,885 | $364,490 |
All Filings in LLY
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $397,011 | 331 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $304,443 | 331 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $280,491 | 261 | Shares | Sole | 2026-01-27 | |
| 2025-06-30 | $366,379 | 470 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $388,177 | 470 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $349,716 | 453 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $426,137 | 481 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $360,341 | 398 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 | $309,628 | 398 | Shares | Sole | 2024-09-11 | |
| 2023-12-31 | $232,002 | 398 | Shares | Sole | 2024-09-11 | |
| 2023-09-30 | $213,777 | 398 | Shares | Sole | 2024-09-11 | |
| No filing history on record for this holder in this stock. | ||||||