Position in LLY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,599,489
+$948,712 QoQ
Shares Held
3,001
+4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#1,975
of 4,605 holders
Holding Since
Mar 2021
22 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, 2026Wealth Architects, LLC holds $10,190,838 across 8 Drug Manufacturers - General names. LLY ranks #1 (35.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
3,001 | $3,599,489 | |
| 2 | JNJ |
Johnson & Johnson
|
8,211 | $2,085,347 | |
| 3 | MRK |
Merck & Co., Inc.
|
13,630 | $1,751,455 | |
| 4 | ABBV |
AbbVie Inc.
|
4,832 | $1,215,924 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
4,000 | $505,360 | |
| 6 | AMGN |
Amgen Inc
|
1,389 | $502,984 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
5,655 | $325,841 | |
| 8 | GSK |
GSK plc
|
3,900 | $204,438 |
All Filings in LLY
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,599,489 | 3,001 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,650,777 | 2,882 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,010,178 | 2,801 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,121,903 | 2,781 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,140,589 | 2,746 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,368,709 | 2,868 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,268,396 | 1,643 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $988,709 | 1,116 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,043,903 | 1,153 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $896,987 | 1,153 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $644,709 | 1,106 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $623,070 | 1,160 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $517,284 | 1,103 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $435,456 | 1,268 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $460,592 | 1,259 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $422,618 | 1,307 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $439,655 | 1,356 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $434,136 | 1,516 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $419,854 | 1,520 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $343,802 | 1,488 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $337,394 | 1,470 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $220,634 | 1,181 | Shares | Sole | 2021-04-29 | |
| No filing history on record for this holder in this stock. | ||||||