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

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

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

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

Is Integrated Wealth Concepts LLC buying or selling LLY?

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

When did Integrated Wealth Concepts LLC first buy LLY?

Based on available 13F filings, Integrated Wealth Concepts LLC first reported a position in LLY in 2019-Q1. They have held the position across 30 quarters.

Back to IW Integrated Wealth Concepts LLC

LLY
30 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in ELI LILLY & CO

Current Value

$73.1M

Current Shares

60,927

Total Value Change

+$72.6M

Total Shares Change

+57,411

Quarter-by-Quarter History

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
2024-Q2	Decreased	26,561	-2.8%	$24M	0.3%	$891.63	0
2024-Q1	Increased	27,314	+3.3%	$21.3M	0.3%	$764.84	35
2023-Q4	Increased	26,444	+0.6%	$15.4M	0.3%	$572.09	34
2023-Q3	Increased	26,282	+2.5%	$14.1M	0.2%	$526.18	34
2023-Q2	Increased	25,641	+6.9%	$12M	0.2%	$458.43	36
2023-Q1	Increased	23,982	+9.8%	$8.2M	0.2%	$334.83	36
2022-Q4	Increased	21,833	+0.8%	$8M	0.2%	$355.54	33
2022-Q3	Increased	21,668	+1.1%	$7M	0.2%	$313.37	33
2022-Q2	Increased	21,442	+19.3%	$7M	0.2%	$313.20	39
2022-Q1	Increased	17,977	+4.2%	$5.1M	0.2%	$275.70	34
2021-Q4	Increased	17,255	+10.3%	$4.8M	0.1%	$264.82	35
2021-Q3	Increased	15,642	+12.5%	$3.6M	0.1%	$220.80	36
2021-Q2	Increased	13,904	+4.9%	$3.2M	0.1%	$218.63	33
2021-Q1	Increased	13,259	+114.7%	$2.5M	0.1%	$177.17	50
2020-Q4	Increased	6,175	+31.6%	$1M	0.0%	$159.46	32
2020-Q3	Increased	4,693	+31.8%	$695,000	0.0%	$139.08	31
2020-Q2	Increased	3,561	+8.8%	$585,000	0.0%	$153.51	27
2020-Q1	Decreased	3,272	-31.7%	$454,000	0.0%	$129.10	0
2019-Q4	Increased	4,789	+16.6%	$629,000	0.1%	$121.68	28
2019-Q3	Increased	4,108	+4.4%	$459,000	0.1%	$102.95	25
2019-Q2	Increased	3,934	+11.9%	$421,000	0.1%	$101.42	27
2019-Q1	New	3,516	-	$456,000	0.1%	$118.12	33

Other major holders of LLY: LILLY ENDOWMENT INC, VANGUARD GROUP INC

LLY30 quarters

LLY
30 quarters