Position in LLY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,756,290
+$634,381 QoQ
Shares Held
2,298
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.78%
of 13F equity value
Holder Rank
#2,204
of 4,605 holders
Holding Since
Sep 2024
8 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, 2026Nicholson Wealth Management Group, LLC holds $7,516,844 across 3 Drug Manufacturers - General names. LLY ranks #1 (36.7% of the industry book) .
All Filings in LLY
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,756,290 | 2,298 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,121,909 | 2,307 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,599,651 | 2,419 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,970,066 | 2,582 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,242,570 | 1,594 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $868,031 | 1,051 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $324,240 | 420 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $372,094 | 420 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||