Position in LLY
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,046,227
+$598,510 QoQ
Shares Held
1,706
+8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.53%
of 13F equity value
Holder Rank
#2,482
of 4,605 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Portus Wealth Advisors, LLC holds $3,584,015 across 2 Drug Manufacturers - General names. LLY ranks #1 (57.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
1,706 | $2,046,227 | |
| 2 | JNJ |
Johnson & Johnson
|
6,055 | $1,537,788 |
All Filings in LLY
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,046,227 | 1,706 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,447,717 | 1,574 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,922,602 | 1,789 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,278,025 | 1,675 | Shares | Sole | 2025-11-20 | |
| No filing history on record for this holder in this stock. | ||||||