Position in LLY
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$26,749,690
+$6,428,292 QoQ
Shares Held
22,302
+0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.49%
of 13F equity value
Holder Rank
#764
of 4,605 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Derivatives in LLY
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$3,742,221
PutShares
3,120
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $62,126,199 across 15 Drug Manufacturers - General names. LLY ranks #1 (43.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
22,302 | $26,749,690 | |
| 2 | JNJ |
Johnson & Johnson
|
49,143 | $12,480,847 | |
| 3 | ABBV |
AbbVie Inc.
|
32,220 | $8,107,840 | |
| 4 | MRK |
Merck & Co., Inc.
|
29,226 | $3,755,541 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
56,350 | $3,246,887 | |
| 6 | PFE |
Pfizer Inc
|
90,498 | $2,179,191 | |
| 7 | AMGN |
Amgen Inc
|
3,654 | $1,323,186 | |
| 8 | AZN |
Astrazeneca PLC
|
4,594 | $871,114 |
All Filings in LLY
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,742,221 | 3,120 | Put | Sole | 2026-07-14 | |
| 2026-06-30 | $26,749,690 | 22,302 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $20,321,398 | 22,094 | Shares | Sole | 2026-04-27 | |
| 2026-03-31 | $2,837,216 | 320,000 | Put | Sole | 2026-04-27 | |
| 2025-12-31 | $3,562,564 | 3,315 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $27,067,967 | 25,187 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $20,909,252 | 27,404 | Shares | Sole | 2025-10-31 | |
| 2025-09-30 | $2,529,345 | 331,500 | Put | Sole | 2025-10-31 | |
| 2025-09-30 | $2,834,545 | 371,500 | Call | Sole | 2025-10-31 | |
| 2025-06-30 | $2,584,141 | 3,315 | Put | Sole | 2025-08-19 | |
| 2025-06-30 | $20,622,466 | 26,455 | Shares | Sole | 2025-08-19 | |
| 2025-06-30 | $2,584,141 | 3,315 | Call | Sole | 2025-08-19 | |
| 2024-12-31 | $26,105,952 | 33,816 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $33,051,763 | 37,307 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $34,612,677 | 38,230 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $33,512,960 | 43,078 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $23,378,006 | 40,105 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $23,138,486 | 43,078 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $19,763,755 | 42,142 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $15,694,294 | 45,700 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $14,513,970 | 39,673 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $11,508,026 | 35,590 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $7,258,536 | 22,387 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $6,004,605 | 20,968 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $6,491,169 | 23,500 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $5,336,099 | 23,095 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $5,355,619 | 23,334 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $6,742,707 | 36,092 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $2,940,517 | 17,416 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $4,210,576 | 28,446 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $2,503,745 | 15,250 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $2,234,917 | 16,111 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||