Measured Wealth Private Client Group, LLC
Position in LLY — ELI LILLY & Co
CIK 1720235
PORTSMOUTH, NH
Position in LLY
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$104,853
-$23,033 QoQ
Shares Held
114
-4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 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 Mar 31, 2026Measured Wealth Private Client Group, LLC holds $3,974,731 across 13 Drug Manufacturers - General names. LLY ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BMY |
Bristol Myers Squibb Co
|
25,075 | $1,520,798 | |
| 2 | JNJ |
Johnson & Johnson
|
3,336 | $815,451 | |
| 3 | ABBV |
AbbVie Inc.
|
2,142 | $465,863 | |
| 4 | AMGN |
Amgen Inc
|
905 | $318,424 | |
| 5 | MRK |
Merck & Co., Inc.
|
2,518 | $302,890 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
2,072 | $288,774 | |
| 7 | LLY |
ELI LILLY & Co
This page
|
114 | $104,853 | |
| 8 | PFE |
Pfizer Inc
|
2,283 | $64,106 |
All Filings in LLY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $104,853 | 114 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $127,886 | 119 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $92,323 | 121 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $262,701 | 337 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $278,331 | 337 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $274,060 | 355 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $312,736 | 353 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $917,149 | 1,013 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $775,626 | 997 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $881,375 | 1,512 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $844,368 | 1,572 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $737,236 | 1,572 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $562,521 | 1,638 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $824,603 | 2,254 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $650,580 | 2,012 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $691,258 | 2,132 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $570,162 | 1,991 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $481,451 | 1,743 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $390,243 | 1,689 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $262,341 | 1,143 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $213,535 | 1,143 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $260,520 | 1,543 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $228,394 | 1,543 | Shares | Sole | 2020-10-15 | |
| No filing history on record for this holder in this stock. | ||||||