Position in LLY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,315,549
+$1,497,374 QoQ
Shares Held
3,598
+17.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,831
of 4,605 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026BIP Wealth, LLC holds $16,975,525 across 10 Drug Manufacturers - General names. LLY ranks #1 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
3,598 | $4,315,549 | |
| 2 | JNJ |
Johnson & Johnson
|
15,685 | $3,983,519 | |
| 3 | AMGN |
Amgen Inc
|
9,380 | $3,396,685 | |
| 4 | ABBV |
AbbVie Inc.
|
9,049 | $2,277,090 | |
| 5 | MRK |
Merck & Co., Inc.
|
6,615 | $850,027 | |
| 6 | PFE |
Pfizer Inc
|
25,514 | $614,377 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
4,520 | $571,056 | |
| 8 | NVS |
Novartis AG
|
2,929 | $459,032 |
All Filings in LLY
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,315,549 | 3,598 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,818,175 | 3,064 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,947,300 | 3,673 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,072,015 | 1,405 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $689,884 | 885 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $830,039 | 1,005 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $876,992 | 1,136 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $875,308 | 988 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $679,940 | 751 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $735,172 | 945 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $522,296 | 896 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $330,872 | 616 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $330,630 | 705 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $248,979 | 725 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||