Position in LLY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,043,278
+$913,301 QoQ
Shares Held
3,371
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
5.87%
of 13F equity value
Holder Rank
#1,875
of 4,605 holders
Holding Since
Dec 2024
7 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, 20261 NORTH WEALTH SERVICES LLC holds $4,503,577 across 12 Drug Manufacturers - General names. LLY ranks #1 (89.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
3,371 | $4,043,278 | |
| 2 | MRK |
Merck & Co., Inc.
|
1,597 | $205,214 | |
| 3 | JNJ |
Johnson & Johnson
|
626 | $158,985 | |
| 4 | AMGN |
Amgen Inc
|
106 | $38,384 | |
| 5 | AZN |
Astrazeneca PLC
|
120 | $22,754 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
180 | $10,371 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
66 | $8,338 | |
| 8 | ABBV |
AbbVie Inc.
|
21 | $5,284 |
All Filings in LLY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,043,278 | 3,371 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,129,977 | 3,403 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,246,061 | 3,951 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,013,087 | 3,949 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,074,466 | 3,944 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,199,575 | 3,874 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,130,460 | 4,055 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||