SVB WEALTH LLC

Position in LLY — ELI LILLY & Co

CIK 1626116 BOSTON, MA

Position in LLY

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$11,877,953

+$1,967,434 QoQ

Shares Held

9,903

-8.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.50%

of 13F equity value

Holder Rank

#1,161

of 4,605 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Healthcare · as of Jun 30, 2026

SVB WEALTH LLC holds $29,259,588 across 6 Drug Manufacturers - General names. LLY ranks #1 (40.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co This page	9,903	$11,877,953
2	JNJ	Johnson & Johnson	27,472	$6,977,062
3	GILD	Gilead Sciences, Inc.	27,562	$3,482,180
4	BMY	Bristol Myers Squibb Co	57,918	$3,337,231
5	PFE	Pfizer Inc	93,921	$2,261,615
6	AMGN	Amgen Inc	3,655	$1,323,547

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,877,953	9,903	-8.1%	Shares	Sole	2026-07-17
2026-03-31	$9,910,519	10,775	+13.1%	Shares	Sole	2026-04-17
2025-12-31	$10,241,699	9,530	+20.4%	Shares	Sole	2026-02-04
2025-09-30	$6,041,434	7,918	+11.6%	Shares	Sole	2025-11-06
2025-06-30	$5,533,101	7,098	-55.4%	Shares	Sole	2025-08-14
2024-12-31	$12,285,608	15,914	-5.9%	Shares	Sole	2025-02-05
2024-06-30	$15,307,259	16,907	+6.7%	Shares	Sole	2024-08-06
2024-03-31	$12,332,221	15,852	-2.8%	Shares	Sole	2024-05-15
2023-12-31	$9,503,927	16,304	+2.3%	Shares	Sole	2024-01-30
2023-09-30	$8,562,925	15,942	-23.8%	Shares	Sole	2023-10-23
2023-06-30	$9,814,812	20,928	-13.2%	Shares	Sole	2023-07-24
2023-03-31	$8,277,108	24,102	-8.2%	Shares	Sole	2023-05-12
2022-12-31	$9,605,128	26,255	+1.6%	Shares	Sole	2023-02-10
2022-09-30	$8,357,303	25,846	+18.0%	Shares	Sole	2022-11-09
2022-06-30	$7,102,581	21,906	+4.3%	Shares	Sole	2022-08-16
2022-03-31	$6,014,628	21,003	+5.7%	Shares	Sole	2022-05-13
2021-12-31	$5,486,833	19,864	-8.0%	Shares	Sole	2022-02-15
2021-09-30	$4,986,982	21,584	-7.9%	Shares	Sole	2021-11-09
2021-06-30	$5,380,407	23,442	-5.0%	Shares	Sole	2021-08-13
2021-03-31	$4,611,277	24,683	+1.2%	Shares	Sole	2021-05-11
2020-12-31	$4,118,513	24,393	-0.2%	Shares	Sole	2021-02-10
2020-09-30	$3,616,276	24,431	+1.5%	Shares	Sole	2020-11-10
2020-06-30	$3,953,618	24,081	+10.5%	Shares	Sole	2020-08-05
2020-03-31	$3,024,096	21,800	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.