Position in LLY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,107,398
+$540,110 QoQ
Shares Held
1,757
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,450
of 4,604 holders
Holding Since
Jun 2021
20 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, 2026Obermeyer Wealth Partners holds $14,931,348 across 9 Drug Manufacturers - General names. LLY ranks #4 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
12,201 | $3,098,687 | |
| 2 | ABBV |
AbbVie Inc.
|
10,832 | $2,725,764 | |
| 3 | AZN |
Astrazeneca PLC
|
11,635 | $2,206,228 | |
| 4 | LLY |
ELI LILLY & Co
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|
1,757 | $2,107,398 | |
| 5 | AMGN |
Amgen Inc
|
3,986 | $1,443,410 | |
| 6 | PFE |
Pfizer Inc
|
49,336 | $1,188,010 | |
| 7 | MRK |
Merck & Co., Inc.
|
8,359 | $1,074,131 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
12,532 | $722,093 |
All Filings in LLY
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,107,398 | 1,757 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,567,288 | 1,704 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $16,747,814 | 15,584 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $11,749,437 | 15,399 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $12,707,118 | 16,301 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $13,789,393 | 16,696 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $12,263,220 | 15,885 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $13,207,593 | 14,908 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $13,492,878 | 14,903 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $619,256 | 796 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $440,104 | 755 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $393,179 | 732 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $343,293 | 732 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $279,543 | 814 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $318,280 | 870 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $281,314 | 870 | Shares | Sole | 2022-12-09 | |
| 2022-06-30 | $282,080 | 870 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $249,141 | 870 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $240,311 | 870 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $223,322 | 973 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||