Position in LLY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,559,033
+$1,096,099 QoQ
Shares Held
3,801
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.61%
of 13F equity value
Holder Rank
#1,788
of 4,605 holders
Holding Since
Mar 2022
17 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, 2026Wealthspire Retirement, LLC holds $12,147,949 across 7 Drug Manufacturers - General names. LLY ranks #1 (37.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
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|
3,801 | $4,559,033 | |
| 2 | AMGN |
Amgen Inc
|
5,922 | $2,144,474 | |
| 3 | GILD |
Gilead Sciences, Inc.
|
16,083 | $2,031,926 | |
| 4 | JNJ |
Johnson & Johnson
|
6,399 | $1,625,154 | |
| 5 | ABBV |
AbbVie Inc.
|
3,720 | $936,100 | |
| 6 | MRK |
Merck & Co., Inc.
|
4,976 | $639,416 | |
| 7 | NVO |
Novo Nordisk A S
|
4,419 | $211,846 |
All Filings in LLY
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,559,033 | 3,801 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,462,934 | 3,765 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,063,365 | 3,781 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $3,605,326 | 4,625 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,783,493 | 4,581 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,519,548 | 4,559 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,099,244 | 4,627 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $4,162,031 | 4,597 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $3,552,165 | 4,566 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $1,326,143 | 2,275 | Shares | Sole | 2025-02-13 | |
| 2023-09-30 | $1,197,262 | 2,229 | Shares | Sole | 2025-02-13 | |
| 2023-06-30 | $1,014,403 | 2,163 | Shares | Sole | 2025-02-13 | |
| 2023-03-31 | $739,039 | 2,152 | Shares | Sole | 2025-02-13 | |
| 2022-12-31 | $786,921 | 2,151 | Shares | Sole | 2025-02-13 | |
| 2022-09-30 | $702,316 | 2,172 | Shares | Sole | 2025-02-13 | |
| 2022-06-30 | $703,579 | 2,170 | Shares | Sole | 2025-02-13 | |
| 2022-03-31 | $619,991 | 2,165 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||