Position in LLY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$503,760
+$133,093 QoQ
Shares Held
420
+4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.68%
of 13F equity value
Holder Rank
#3,753
of 4,605 holders
Holding Since
Mar 2020
26 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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $1,887,983 across 15 Drug Manufacturers - General names. LLY ranks #1 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
420 | $503,760 | |
| 2 | JNJ |
Johnson & Johnson
|
1,440 | $365,716 | |
| 3 | ABBV |
AbbVie Inc.
|
1,432 | $360,348 | |
| 4 | MRK |
Merck & Co., Inc.
|
1,691 | $217,293 | |
| 5 | AMGN |
Amgen Inc
|
553 | $200,252 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
1,069 | $61,595 | |
| 7 | NVS |
Novartis AG
|
319 | $49,993 | |
| 8 | AZN |
Astrazeneca PLC
|
243 | $46,077 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $503,760 | 420 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $370,667 | 403 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $427,722 | 398 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $297,570 | 390 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $316,489 | 406 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $309,716 | 375 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $294,904 | 382 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $347,288 | 392 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $354,908 | 392 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $309,628 | 398 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $236,082 | 405 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $206,795 | 385 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $178,212 | 380 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $129,812 | 378 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $36,949 | 101 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $30,394 | 94 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $30,153 | 93 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $24,914 | 87 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $24,031 | 87 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $20,101 | 87 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $20,656 | 90 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $17,187 | 92 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $12,831 | 76 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $11,249 | 76 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $12,641 | 77 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $10,542 | 76 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||