Position in LLY
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$4,981,233
+$1,056,575 QoQ
Shares Held
4,153
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#1,719
of 4,605 holders
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 4%
Shared 3%
None 93%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026GeoWealth Management, LLC holds $25,513,723 across 13 Drug Manufacturers - General names. LLY ranks #1 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
4,153 | $4,981,233 | |
| 2 | ABBV |
AbbVie Inc.
|
14,601 | $3,674,195 | |
| 3 | AZN |
Astrazeneca PLC
|
18,885 | $3,580,973 | |
| 4 | JNJ |
Johnson & Johnson
|
13,367 | $3,394,816 | |
| 5 | NVS |
Novartis AG
|
12,284 | $1,925,148 | |
| 6 | NVO |
Novo Nordisk A S
|
38,770 | $1,858,633 | |
| 7 | MRK |
Merck & Co., Inc.
|
11,907 | $1,530,049 | |
| 8 | AMGN |
Amgen Inc
|
2,746 | $994,381 |
All Filings in LLY
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,981,233 | 4,153 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $3,924,658 | 4,267 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $4,731,816 | 4,403 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $3,287,004 | 4,308 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $3,367,569 | 4,320 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $3,493,598 | 4,230 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $4,516,972 | 5,851 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $5,033,024 | 5,681 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $5,474,832 | 6,047 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $4,170,642 | 5,361 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,870,297 | 4,924 | Shares | Other | 2024-02-13 | |
| 2022-12-31 | $326,329 | 892 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $790,914 | 2,446 | Shares | Other | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||