Question 1

Does Integrated Wealth Concepts own LLY stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Integrated Wealth Concepts holds 51,116 shares of LLY (Eli Lilly), worth $61.3M.

Question 2

How many shares of LLY does Integrated Wealth Concepts own?

Accepted Answer

As of its Q2 2026 13F, Integrated Wealth Concepts holds 51,116 shares of LLY (Eli Lilly).

Question 3

What is Integrated Wealth Concepts' LLY position worth?

Accepted Answer

As of its Q2 2026 13F, Integrated Wealth Concepts' LLY position is worth $61.3M.

Question 4

Is Integrated Wealth Concepts buying or selling LLY?

Accepted Answer

In Q2 2026, Integrated Wealth Concepts increased its LLY position by 11,948 shares (+30.5%).

Question 5

When did Integrated Wealth Concepts first buy LLY?

Accepted Answer

Integrated Wealth Concepts already held LLY in its Q1 2019 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	51,116	+30.5%	$61.3M	0.4%	$1,197.71	45
2026-Q1	Increased	39,168	+43.6%	$36M	0.3%	$916.88	47
2025-Q4	Decreased	27,283	-28.1%	$29.3M	0.3%	$1,069.51	0
2025-Q3	Increased	37,922	+23.5%	$28.9M	0.3%	$758.22	42
2025-Q2	Decreased	30,697	-2.0%	$23.9M	0.2%	$772.95	0
2025-Q1	Increased	31,329	+6.4%	$25.9M	0.3%	$817.26	37
2024-Q4	Increased	29,438	+5.4%	$22.7M	0.3%	$762.60	36
2024-Q3	Increased	27,919	+5.1%	$24.7M	0.3%	$873.71	36