Position in LLY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,352,407
+$973,882 QoQ
Shares Held
2,795
+8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#2,034
of 4,621 holders
Holding Since
Jun 2021
21 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, 2026West Family Investments, Inc. holds $12,482,752 across 11 Drug Manufacturers - General names. LLY ranks #1 (26.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
2,795 | $3,352,407 | |
| 2 | JNJ |
Johnson & Johnson
|
9,824 | $2,495,001 | |
| 3 | MRK |
Merck & Co., Inc.
|
12,703 | $1,632,335 | |
| 4 | ABBV |
AbbVie Inc.
|
3,970 | $999,010 | |
| 5 | NVS |
Novartis AG
|
5,931 | $929,506 | |
| 6 | AMGN |
Amgen Inc
|
1,833 | $663,765 | |
| 7 | AZN |
Astrazeneca PLC
|
3,229 | $612,282 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
10,464 | $602,935 |
All Filings in LLY
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,352,407 | 2,795 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,378,525 | 2,586 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,770,504 | 4,439 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,373,223 | 4,421 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,426,034 | 4,395 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,237,213 | 1,498 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,513,372 | 4,551 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,095,700 | 4,623 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,954,699 | 4,368 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,383,348 | 4,349 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,533,370 | 4,346 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,439,644 | 4,542 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,179,819 | 4,648 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $1,581,792 | 4,606 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,689,449 | 4,618 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,500,344 | 4,640 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,504,427 | 4,640 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,347,943 | 4,707 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,291,328 | 4,675 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,368,971 | 5,925 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $1,209,340 | 5,269 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||