Modera Wealth Management, LLC

Position in LLY — ELI LILLY & Co

CIK 1542143 WESTWOOD, NJ

Position in LLY

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$54,690,414

+$11,060,205 QoQ

Shares Held

45,597

-3.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.70%

of 13F equity value

Holder Rank

#528

of 4,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Modera Wealth Management, LLC holds $185,718,461 across 12 Drug Manufacturers - General names. LLY ranks #1 (29.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co This page	45,597	$54,690,414
2	JNJ	Johnson & Johnson	204,425	$51,917,817
3	AMGN	Amgen Inc	95,220	$34,481,066
4	ABBV	AbbVie Inc.	78,277	$19,697,624
5	NVO	Novo Nordisk A S	305,796	$14,659,860
6	MRK	Merck & Co., Inc.	47,191	$6,064,043
7	PFE	Pfizer Inc	50,928	$1,226,346
8	BMY	Bristol Myers Squibb Co	18,917	$1,089,997

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$54,690,414	45,597	-3.9%	Shares	Sole	2026-08-03
2026-03-31	$43,630,209	47,436	-1.4%	Shares	Sole	2026-05-06
2025-12-31	$51,696,411	48,104	-1.6%	Shares	Sole	2026-01-21
2025-09-30	$37,287,047	48,869	-1.6%	Shares	Sole	2025-10-31
2025-06-30	$38,727,829	49,681	-1.1%	Shares	Sole	2025-08-06
2025-03-31	$41,472,244	50,214	-2.4%	Shares	Sole	2025-05-08
2024-12-31	$39,719,400	51,450	-3.2%	Shares	Sole	2025-02-06
2024-09-30	$47,075,307	53,136	-2.6%	Shares	Sole	2024-10-24
2024-06-30	$49,408,397	54,572	-8.4%	Shares	Sole	2024-07-29
2024-03-31	$46,324,406	59,546	-4.0%	Shares	Sole	2024-05-14
2023-12-31	$36,171,351	62,052	-5.8%	Shares	Sole	2024-02-14
2023-09-30	$35,382,901	65,874	-8.9%	Shares	Sole	2023-11-30
2023-06-30	$33,927,889	72,344	+2112.4%	Shares	Sole	2023-08-07
2023-03-31	$1,122,983	3,270	+1.5%	Shares	Sole	2023-05-05
2022-12-31	$1,178,736	3,222	-3.0%	Shares	Sole	2023-02-07
2022-09-30	$1,074,168	3,322	-0.7%	Shares	Sole	2022-11-01
2022-06-30	$1,085,197	3,347	-5.4%	Shares	Sole	2022-07-27
2022-03-31	$1,013,177	3,538	+1.9%	Shares	Sole	2022-05-03
2021-12-31	$958,759	3,471	+1.6%	Shares	Sole	2022-02-04
2021-09-30	$789,266	3,416	0.0%	Shares	Sole	2021-11-04
2021-06-30	$784,040	3,416	+1.2%	Shares	Sole	2021-08-02
2021-03-31	$630,891	3,377	-0.1%	Shares	Sole	2021-04-29
2020-12-31	$570,679	3,380	+84.7%	Shares	Sole	2021-02-11
2020-09-30	$270,876	1,830	-12.9%	Shares	Sole	2020-11-12
2020-06-30	$344,778	2,100	-3.8%	Shares	Sole	2020-08-12
2020-03-31	$302,825	2,183	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.