PARTNERS WEALTH MANAGEMENT, LLC

Position in LLY — ELI LILLY & Co

CIK 2054714 CARMEL BY THE SEA, CA

Position in LLY

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,560,783

+$70,966 QoQ

Shares Held

2,135

-21.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

5.96%

of 13F equity value

Holder Rank

#2,274

of 4,605 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

PARTNERS WEALTH MANAGEMENT, LLC holds $3,649,401 across 4 Drug Manufacturers - General names. LLY ranks #1 (70.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co This page	2,135	$2,560,783
2	JNJ	Johnson & Johnson	1,659	$421,336
3	MRK	Merck & Co., Inc.	3,079	$395,651
4	GILD	Gilead Sciences, Inc.	2,150	$271,631

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,560,783	2,135	-21.1%	Shares	Sole	2026-07-21
2026-03-31	$2,489,817	2,707	-3.7%	Shares	Sole	2026-04-24
2025-12-31	$3,020,925	2,811	-4.6%	Shares	Sole	2026-01-20
2025-09-30	$2,249,324	2,948	+1.5%	Shares	Sole	2025-10-29
2025-06-30	$2,263,755	2,904	0.0%	Shares	Sole	2025-07-22
2025-03-31	$2,398,442	2,904	-3.7%	Shares	Sole	2025-04-17
2024-12-31	$2,329,124	3,017	—	Shares	Sole	2025-02-04
No filing history on record for this holder in this stock.