Position in LLY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,414,777
+$909,324 QoQ
Shares Held
2,847
+4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,016
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, 2026LYELL WEALTH MANAGEMENT, LP holds $9,885,867 across 8 Drug Manufacturers - General names. LLY ranks #1 (34.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
2,847 | $3,414,777 | |
| 2 | JNJ |
Johnson & Johnson
|
8,500 | $2,158,745 | |
| 3 | MRK |
Merck & Co., Inc.
|
10,816 | $1,389,856 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
7,276 | $919,249 | |
| 5 | ABBV |
AbbVie Inc.
|
3,619 | $910,685 | |
| 6 | AMGN |
Amgen Inc
|
1,688 | $611,258 | |
| 7 | AZN |
Astrazeneca PLC
|
1,377 | $261,106 | |
| 8 | NVS |
Novartis AG
|
1,405 | $220,191 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,414,777 | 2,847 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,505,453 | 2,724 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,916,681 | 2,714 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,838,067 | 2,409 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,863,856 | 2,391 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,019,349 | 2,445 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,954,704 | 2,532 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,198,017 | 2,481 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,246,247 | 2,481 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,916,115 | 2,463 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,417,078 | 2,431 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,298,780 | 2,418 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,133,993 | 2,418 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $891,518 | 2,596 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $993,987 | 2,717 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $874,015 | 2,703 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $900,710 | 2,778 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $778,640 | 2,719 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $711,266 | 2,575 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $590,563 | 2,556 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $589,177 | 2,567 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $418,289 | 2,239 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $407,579 | 2,414 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $354,655 | 2,396 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $346,419 | 2,110 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $306,571 | 2,210 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||