Position in LLY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$83,960
+$19,577 QoQ
Shares Held
70
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#4,496
of 4,605 holders
Holding Since
Dec 2025
3 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, 2026High Point Wealth Management, LLC holds $2,144,341 across 7 Drug Manufacturers - General names. LLY ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
2,694 | $677,918 | |
| 2 | JNJ |
Johnson & Johnson
|
2,503 | $635,686 | |
| 3 | GILD |
Gilead Sciences, Inc.
|
4,072 | $514,456 | |
| 4 | MRK |
Merck & Co., Inc.
|
1,601 | $205,728 | |
| 5 | LLY |
ELI LILLY & Co
This page
|
70 | $83,960 | |
| 6 | NVS |
Novartis AG
|
123 | $19,276 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
127 | $7,317 |
All Filings in LLY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,960 | 70 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $64,383 | 70 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $59,107 | 55 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||