Position in LLY
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,054,299
+$288,131 QoQ
Shares Held
879
+5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#3,100
of 4,605 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 92%
Shared 8%
None 0%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Elmwood Wealth Management, Inc. holds $4,831,021 across 7 Drug Manufacturers - General names. LLY ranks #2 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
6,020 | $1,528,899 | |
| 2 | LLY |
ELI LILLY & Co
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|
879 | $1,054,299 | |
| 3 | ABBV |
AbbVie Inc.
|
2,376 | $597,896 | |
| 4 | MRK |
Merck & Co., Inc.
|
4,314 | $554,349 | |
| 5 | NVS |
Novartis AG
|
3,278 | $513,728 | |
| 6 | PFE |
Pfizer Inc
|
12,723 | $306,369 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
4,781 | $275,481 |
All Filings in LLY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,054,299 | 879 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $766,168 | 833 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $876,938 | 816 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $588,273 | 771 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $498,119 | 639 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $526,930 | 638 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $476,324 | 617 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $518,274 | 585 | Shares | Sole | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||