Position in LLY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$533,746
+$430,733 QoQ
Shares Held
445
+297.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#3,729
of 4,632 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, 2026Legacy Wealth Managment, LLC/ID holds $533,746 across 1 Drug Manufacturers - General name. LLY ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
445 | $533,746 |
All Filings in LLY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $533,746 | 445 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $103,013 | 112 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $106,392 | 99 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,341 | 7 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,456 | 7 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,781 | 7 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $5,404 | 7 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||