Position in LLY
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$130,737
+$43,359 QoQ
Shares Held
109
+14.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#4,470
of 4,605 holders
Holding Since
Dec 2024
7 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, 2026Retirement Wealth Solutions LLC holds $521,013 across 14 Drug Manufacturers - General names. LLY ranks #2 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
525 | $133,334 | |
| 2 | LLY |
ELI LILLY & Co
This page
|
109 | $130,737 | |
| 3 | MRK |
Merck & Co., Inc.
|
576 | $74,016 | |
| 4 | ABBV |
AbbVie Inc.
|
190 | $47,811 | |
| 5 | AMGN |
Amgen Inc
|
116 | $42,005 | |
| 6 | NVS |
Novartis AG
|
256 | $40,120 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
106 | $13,392 | |
| 8 | GSK |
GSK plc
|
206 | $10,798 |
All Filings in LLY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,737 | 109 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $87,378 | 95 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $198,815 | 185 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $125,132 | 164 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $116,149 | 149 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $123,060 | 149 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $115,028 | 149 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||