Alvarez & Marsal Private Wealth Partners, LLC

Position in LLY — ELI LILLY & Co

CIK 2109121 WEST PALM BEACH, FL

Back to LLY Full portfolio

Position in LLY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,955,071

+$362,950 QoQ

Shares Held

1,630

-5.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#2,521

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, 2026

Alvarez & Marsal Private Wealth Partners, LLC holds $4,434,428 across 6 Drug Manufacturers - General names. LLY ranks #1 (44.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co This page	1,630	$1,955,071
2	JNJ	Johnson & Johnson	3,945	$1,001,911
3	MRK	Merck & Co., Inc.	4,020	$516,570
4	ABBV	AbbVie Inc.	1,850	$465,534
5	AMGN	Amgen Inc	761	$275,573
6	AZN	Astrazeneca PLC	1,159	$219,769

All Filings in LLY

Export CSV

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,955,071	1,630	-5.8%	Shares	Sole	2026-08-14
2026-03-31	$1,592,121	1,731	+99.0%	Shares	Sole	2026-05-14
2025-12-31	$934,971	870	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.