Position in LLY
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$207,146,375
+$52,408,870 QoQ
Shares Held
172,704
+2.7% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
2.76%
of 13F equity value
Holder Rank
#263
of 4,605 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Welch & Forbes LLC holds $565,568,902 across 11 Drug Manufacturers - General names. LLY ranks #1 (36.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
172,704 | $207,146,375 | |
| 2 | JNJ |
Johnson & Johnson
|
657,989 | $167,109,466 | |
| 3 | ABBV |
AbbVie Inc.
|
345,978 | $87,061,903 | |
| 4 | MRK |
Merck & Co., Inc.
|
316,952 | $40,728,332 | |
| 5 | GSK |
GSK plc
|
518,597 | $27,184,854 | |
| 6 | AMGN |
Amgen Inc
|
25,959 | $9,400,273 | |
| 7 | NVS |
Novartis AG
|
57,984 | $9,087,252 | |
| 8 | PFE |
Pfizer Inc
|
341,080 | $8,213,206 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,146,375 | 172,704 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $154,737,505 | 168,235 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $180,350,665 | 167,818 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $128,333,548 | 168,196 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $116,496,860 | 149,445 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $122,676,541 | 148,535 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $113,468,560 | 146,980 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $119,506,218 | 134,892 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $124,439,954 | 137,445 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $105,661,749 | 135,819 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $77,582,571 | 133,093 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $69,694,228 | 129,753 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $57,148,495 | 121,857 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $42,181,591 | 122,828 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $44,355,904 | 121,244 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $39,317,419 | 121,594 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $40,266,123 | 124,190 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $36,781,362 | 128,440 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $35,777,395 | 129,525 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $29,874,765 | 129,300 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $29,653,984 | 129,200 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $23,854,111 | 127,685 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $21,699,147 | 128,519 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $19,003,399 | 128,384 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $20,597,037 | 125,454 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $17,819,138 | 128,454 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||