BSW Wealth Partners

Position in LLY — ELI LILLY & Co

CIK 1512601 BOULDER, CO

Position in LLY

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$4,066,068

+$880,905 QoQ

Shares Held

3,390

-2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.28%

of 13F equity value

Holder Rank

#1,871

of 4,605 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

BSW Wealth Partners holds $16,171,442 across 12 Drug Manufacturers - General names. LLY ranks #1 (25.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co This page	3,390	$4,066,068
2	ABBV	AbbVie Inc.	10,424	$2,623,095
3	MRK	Merck & Co., Inc.	17,580	$2,259,030
4	PFE	Pfizer Inc	66,011	$1,589,544
5	JNJ	Johnson & Johnson	5,260	$1,335,882
6	AMGN	Amgen Inc	2,598	$940,787
7	BMY	Bristol Myers Squibb Co	14,637	$843,383
8	GILD	Gilead Sciences, Inc.	6,275	$792,783

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,066,068	3,390	-2.1%	Shares	Sole	2026-07-15
2026-03-31	$3,185,163	3,463	-4.4%	Shares	Sole	2026-04-14
2025-12-31	$3,891,416	3,621	+0.6%	Shares	Sole	2026-01-23
2025-09-30	$2,747,563	3,601	+3.5%	Shares	Sole	2025-10-15
2025-06-30	$2,711,984	3,479	-3.1%	Shares	Sole	2025-07-18
2025-03-31	$2,965,016	3,590	-1.1%	Shares	Sole	2025-04-24
2024-12-31	$2,803,132	3,631	+12.2%	Shares	Sole	2025-01-22
2024-09-30	$2,866,901	3,236	+4.3%	Shares	Sole	2024-10-29
2024-06-30	$2,808,488	3,102	+0.8%	Shares	Sole	2024-07-16
2024-03-31	$2,394,560	3,078	-2.9%	Shares	Sole	2024-04-23
2023-12-31	$1,847,273	3,169	+0.1%	Shares	Sole	2024-01-25
2023-09-30	$1,701,090	3,167	+13.3%	Shares	Sole	2023-10-27
2023-06-30	$1,311,268	2,796	+1.5%	Shares	Sole	2023-08-11
2023-03-31	$946,465	2,756	-0.5%	Shares	Sole	2023-05-15
2022-12-31	$1,013,376	2,770	+2.5%	Shares	Sole	2023-02-14
2022-09-30	$874,015	2,703	+0.7%	Shares	Sole	2022-11-14
2022-06-30	$869,909	2,683	+9.8%	Shares	Sole	2022-08-15
2022-03-31	$699,888	2,444	-3.7%	Shares	Sole	2022-05-16
2021-12-31	$701,322	2,539	+9.7%	Shares	Sole	2022-02-14
2021-09-30	$534,649	2,314	-22.1%	Shares	Sole	2021-11-15
2021-06-30	$681,444	2,969	+1.2%	Shares	Sole	2021-08-16
2021-03-31	$548,129	2,934	-58.2%	Shares	Sole	2021-05-17
2020-12-31	$1,183,906	7,012	+17.0%	Shares	Sole	2021-02-16
2020-09-30	$887,083	5,993	-2.2%	Shares	Sole	2020-11-13
2020-06-30	$1,005,602	6,125	+4.8%	Shares	Sole	2020-08-13
2020-03-31	$810,818	5,845	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.