Question 1

How many shares of LLY does Integrated Wealth Concepts LLC own?

Accepted Answer

As of 2026-Q2, Integrated Wealth Concepts LLC holds 60,927 shares of LLY (ELI LILLY & CO).

Question 2

What is Integrated Wealth Concepts LLC's LLY position worth?

Accepted Answer

As of 2026-Q2, Integrated Wealth Concepts LLC's LLY position is worth $73.1M.

Question 3

Is Integrated Wealth Concepts LLC buying or selling LLY?

Accepted Answer

In 2026-Q2, Integrated Wealth Concepts LLC increased their LLY position (+55.5% change in shares).

Question 4

When did Integrated Wealth Concepts LLC first buy LLY?

Accepted Answer

Based on available 13F filings, Integrated Wealth Concepts LLC first reported a position in LLY in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	60,927	+55.5%	$73.1M	0.4%	$1,197.71	50
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