Position in LLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,012,319
+$372,160 QoQ
Shares Held
844
+21.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#3,133
of 4,605 holders
Holding Since
Dec 2025
3 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 Advisors, LLC holds $3,341,414 across 7 Drug Manufacturers - General names. LLY ranks #1 (30.3% of the industry book) .
All Filings in LLY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,012,319 | 844 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $640,159 | 696 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $640,509 | 596 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||