Position in LLY
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,872,310
+$433,790 QoQ
Shares Held
1,561
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,553
of 4,605 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $27,785,455 across 7 Drug Manufacturers - General names. LLY ranks #4 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
64,436 | $16,364,810 | |
| 2 | NVS |
Novartis AG
|
27,679 | $4,337,852 | |
| 3 | MRK |
Merck & Co., Inc.
|
15,669 | $2,013,466 | |
| 4 | LLY |
ELI LILLY & Co
This page
|
1,561 | $1,872,310 | |
| 5 | ABBV |
AbbVie Inc.
|
6,976 | $1,755,440 | |
| 6 | AMGN |
Amgen Inc
|
2,413 | $873,795 | |
| 7 | PFE |
Pfizer Inc
|
23,579 | $567,782 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,872,310 | 1,561 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,438,520 | 1,564 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,483,585 | 2,311 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,737,351 | 2,277 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,774,989 | 2,277 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,880,597 | 2,277 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,748,580 | 2,265 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,870,219 | 2,111 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,145,305 | 1,265 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $973,227 | 1,251 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $741,474 | 1,272 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $683,229 | 1,272 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $596,542 | 1,272 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $445,415 | 1,297 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $489,127 | 1,337 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $288,751 | 893 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $289,537 | 893 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $255,728 | 893 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $246,664 | 893 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $188,998 | 818 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $218,044 | 950 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $185,512 | 993 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $167,658 | 993 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $146,983 | 993 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $163,030 | 993 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $137,748 | 993 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||