Position in LLY
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,873,834
+$651,670 QoQ
Shares Held
2,396
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#2,166
of 4,605 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Derivatives in LLY
reported options exposure · as of Sep 30, 2020CallValue
$0
CallShares
0
PutValue
$291,599
PutShares
1,970
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Cypress Wealth Services, LLC holds $11,046,783 across 9 Drug Manufacturers - General names. LLY ranks #1 (26.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
2,396 | $2,873,834 | |
| 2 | JNJ |
Johnson & Johnson
|
10,579 | $2,686,748 | |
| 3 | MRK |
Merck & Co., Inc.
|
13,738 | $1,765,333 | |
| 4 | ABBV |
AbbVie Inc.
|
4,720 | $1,187,740 | |
| 5 | AMGN |
Amgen Inc
|
2,114 | $765,521 | |
| 6 | GSK |
GSK plc
|
11,650 | $610,693 | |
| 7 | PFE |
Pfizer Inc
|
19,074 | $459,301 | |
| 8 | AZN |
Astrazeneca PLC
|
2,069 | $392,323 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,873,834 | 2,396 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,222,164 | 2,416 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,827,483 | 2,631 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,024,239 | 2,653 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,852,942 | 2,377 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,883,074 | 2,280 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,658,256 | 2,148 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,829,466 | 2,065 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,933,891 | 2,136 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,373,877 | 1,766 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $967,647 | 1,660 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $864,779 | 1,610 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $755,057 | 1,610 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $552,906 | 1,610 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $588,636 | 1,609 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $508,629 | 1,573 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $510,013 | 1,573 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $456,187 | 1,593 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $434,217 | 1,572 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $362,979 | 1,571 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $446,645 | 1,946 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $282,658 | 1,513 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $348,148 | 2,062 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $291,599 | 1,970 | Put | Sole | 2020-10-23 | |
| 2020-06-30 | $323,106 | 1,968 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $272,723 | 1,966 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||