Position in LLY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,105,324
+$727,719 QoQ
Shares Held
2,589
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#2,092
of 4,605 holders
Holding Since
Jun 2020
25 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, 2026WHALEROCK POINT PARTNERS, LLC holds $17,592,227 across 8 Drug Manufacturers - General names. LLY ranks #2 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
30,416 | $7,724,751 | |
| 2 | LLY |
ELI LILLY & Co
This page
|
2,589 | $3,105,324 | |
| 3 | ABBV |
AbbVie Inc.
|
10,057 | $2,530,743 | |
| 4 | MRK |
Merck & Co., Inc.
|
17,615 | $2,263,527 | |
| 5 | PFE |
Pfizer Inc
|
35,762 | $861,148 | |
| 6 | AMGN |
Amgen Inc
|
1,306 | $472,928 | |
| 7 | NVS |
Novartis AG
|
2,050 | $321,276 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
5,424 | $312,530 |
All Filings in LLY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,105,324 | 2,589 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,377,605 | 2,585 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,778,048 | 2,585 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,105,880 | 2,760 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,151,502 | 2,760 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,232,434 | 2,703 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,086,716 | 2,703 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,372,547 | 2,678 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,645,980 | 1,818 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,293,747 | 1,663 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $969,395 | 1,663 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $796,563 | 1,483 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $695,497 | 1,483 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $478,727 | 1,394 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $509,980 | 1,394 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $450,749 | 1,394 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $451,976 | 1,394 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $390,608 | 1,364 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $376,764 | 1,364 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $315,152 | 1,364 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $313,065 | 1,364 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $254,822 | 1,364 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $230,297 | 1,364 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $29,900 | 202 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $223,941 | 1,364 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||