Position in LLY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,060,296
-$33,310 QoQ
Shares Held
884
-25.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#3,095
of 4,605 holders
Holding Since
Mar 2026
2 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, 2026CLEAR WAVE WEALTH MANAGEMENT LLC holds $6,336,849 across 8 Drug Manufacturers - General names. LLY ranks #3 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
5,059 | $1,831,965 | |
| 2 | JNJ |
Johnson & Johnson
|
5,091 | $1,292,961 | |
| 3 | LLY |
ELI LILLY & Co
This page
|
884 | $1,060,296 | |
| 4 | MRK |
Merck & Co., Inc.
|
6,280 | $806,980 | |
| 5 | NVO |
Novo Nordisk A S
|
8,472 | $406,147 | |
| 6 | ABBV |
AbbVie Inc.
|
1,350 | $339,714 | |
| 7 | NVS |
Novartis AG
|
2,023 | $317,044 | |
| 8 | BIIB |
Biogen Inc.
|
1,304 | $281,742 |
All Filings in LLY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,060,296 | 884 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,093,606 | 1,189 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||