Position in LLY
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,752,367
+$630,248 QoQ
Shares Held
1,461
+19.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#2,622
of 4,605 holders
Holding Since
Mar 2020
26 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, 2026EADS & HEALD WEALTH MANAGEMENT holds $8,527,198 across 7 Drug Manufacturers - General names. LLY ranks #3 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
7,028 | $2,544,979 | |
| 2 | JNJ |
Johnson & Johnson
|
8,955 | $2,274,301 | |
| 3 | LLY |
ELI LILLY & Co
This page
|
1,461 | $1,752,367 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
18,330 | $1,056,174 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
3,532 | $446,232 | |
| 6 | BIIB |
Biogen Inc.
|
1,081 | $233,560 | |
| 7 | PFE |
Pfizer Inc
|
9,119 | $219,585 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,752,367 | 1,461 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,122,119 | 1,220 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $976,884 | 909 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $746,977 | 979 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $789,663 | 1,013 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $885,375 | 1,072 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $856,920 | 1,110 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,061,356 | 1,198 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,173,372 | 1,296 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,033,130 | 1,328 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $828,329 | 1,421 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $852,425 | 1,587 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $854,950 | 1,823 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $814,248 | 2,371 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $881,308 | 2,409 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $837,153 | 2,589 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $965,232 | 2,977 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $942,157 | 3,290 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $993,839 | 3,598 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $854,422 | 3,698 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $933,687 | 4,068 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $809,677 | 4,334 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $804,353 | 4,764 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $719,229 | 4,859 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $792,004 | 4,824 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $664,468 | 4,790 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||