HALBERT HARGROVE GLOBAL ADVISORS, LLC

Position in LLY — ELI LILLY & Co

CIK 1484205 LONG BEACH, CA

Back to LLY Full portfolio

Position in LLY

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,857,917

+$251,999 QoQ

Shares Held

1,549

-11.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

4.67%

of 13F equity value

Holder Rank

#2,561

of 4,605 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Common Shares in LLY Over Time

Shares Held

Position Value (USD)

Derivatives in LLY

reported options exposure · as of Jun 30, 2026

CallValue

CallShares

PutValue

$1,799,145

PutShares

1,500

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, 2026

HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $2,184,628 across 14 Drug Manufacturers - General names. LLY ranks #1 (85.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co This page	1,549	$1,857,917
2	ABBV	AbbVie Inc.	1,070	$269,254
3	NVO	Novo Nordisk A S	531	$25,456
4	GILD	Gilead Sciences, Inc.	64	$8,085
5	MRK	Merck & Co., Inc.	51	$6,553
6	JNJ	Johnson & Johnson	17	$4,317
7	AZN	Astrazeneca PLC	21	$3,982
8	GSK	GSK plc	46	$2,411

All Filings in LLY

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42 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,857,917	1,549	-11.3%	Shares	Sole	2026-07-21
2026-06-30	$1,799,145	1,500	-11.8%	Put	Sole	2026-07-21
2026-03-31	$1,563,609	1,700	0.0%	Put	Sole	2026-04-17
2026-03-31	$1,605,918	1,746	-3.0%	Shares	Sole	2026-04-17
2025-12-31	$1,934,424	1,800	-2.4%	Shares	Sole	2026-01-23
2025-12-31	$1,826,956	1,700	0.0%	Put	Sole	2026-01-23
2025-09-30	$1,407,735	1,845	-0.2%	Shares	Sole	2025-10-16
2025-09-30	$1,297,100	1,700	0.0%	Put	Sole	2025-10-16
2025-06-30	$1,325,201	1,700	0.0%	Put	Sole	2025-07-17
2025-06-30	$1,440,571	1,848	-1.5%	Shares	Sole	2025-07-17
2025-03-31	$1,549,407	1,876	+1.5%	Shares	Sole	2025-04-18
2025-03-31	$1,404,047	1,700	0.0%	Put	Sole	2025-04-18
2024-12-31	$1,312,400	1,700	0.0%	Put	Sole	2025-07-17
2024-12-31	$1,426,656	1,848	-13.6%	Shares	Sole	2025-07-17
2024-09-30	$1,894,139	2,138	0.0%	Shares	Other	2024-10-16
2024-06-30	$1,935,702	2,138	-2.5%	Shares	Other	2024-07-26
2024-06-30	$1,539,146	1,700	-19.0%	Put	Other	2024-07-26
2024-03-31	$1,706,066	2,193	+0.5%	Shares	Sole	2024-04-18
2024-03-31	$1,633,716	2,100	0.0%	Put	Other	2024-04-18
2023-12-31	$1,271,931	2,182	+0.4%	Shares	Other	2024-01-24
2023-12-31	$1,224,132	2,100	0.0%	Put	Other	2024-01-24
2023-09-30	$1,127,973	2,100	0.0%	Put	Other	2023-10-16
2023-09-30	$1,167,720	2,174	-1.0%	Shares	Sole	2023-10-16
2023-06-30	$984,858	2,100	0.0%	Put	Other	2023-08-14
2023-06-30	$1,029,879	2,196	-36.1%	Shares	Sole	2023-08-14
2023-03-31	$721,182	2,100	0.0%	Put	Other	2023-04-25
2023-03-31	$1,179,303	3,434	-14.1%	Shares	Other	2023-04-25
2022-12-31	$768,264	2,100	-4.5%	Put	Other	2023-01-25
2022-12-31	$1,461,896	3,996	+2.3%	Shares	Other	2023-01-25
2022-09-30	$711,370	2,200	0.0%	Put	Other	2022-10-24
2022-09-30	$1,263,005	3,906	+0.3%	Shares	Other	2022-10-24
2022-06-30	$1,262,227	3,893	+139.3%	Shares	Other	2022-08-05
2022-06-30	$713,306	2,200	—	Put	Other	2022-08-05
2022-03-31	$465,923	1,627	+2.1%	Shares	Other	2022-05-13
2021-12-31	$440,294	1,594	+0.3%	Shares	Other	2022-02-14
2021-09-30	$367,138	1,589	-1.0%	Shares	Other	2021-10-29
2021-06-30	$368,379	1,605	0.0%	Shares	Other	2021-07-29
2021-03-31	$299,846	1,605	-5.1%	Shares	Other	2021-05-06
2020-12-31	$285,508	1,691	-1.0%	Shares	Other	2021-02-04
2020-09-30	$252,818	1,708	-0.3%	Shares	Other	2020-11-10
2020-06-30	$281,240	1,713	+5.7%	Shares	Other	2020-08-10
2020-03-31	$224,864	1,621	—	Shares	Other	2020-05-01
No filing history on record for this holder in this stock.