Position in LLY
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$10,438,640
+$2,597,601 QoQ
Shares Held
8,703
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.70%
of 13F equity value
Holder Rank
#1,239
of 4,605 holders
Holding Since
Jun 2020
24 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, 2026West Branch Capital LLC holds $28,624,658 across 10 Drug Manufacturers - General names. LLY ranks #1 (36.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
8,703 | $10,438,640 | |
| 2 | JNJ |
Johnson & Johnson
|
33,416 | $8,486,661 | |
| 3 | ABBV |
AbbVie Inc.
|
30,433 | $7,658,160 | |
| 4 | MRK |
Merck & Co., Inc.
|
8,301 | $1,066,678 | |
| 5 | AMGN |
Amgen Inc
|
1,167 | $422,594 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
2,186 | $276,179 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
2,350 | $135,407 | |
| 8 | PFE |
Pfizer Inc
|
4,359 | $104,964 |
All Filings in LLY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,438,640 | 8,703 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $7,841,039 | 8,525 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $9,126,183 | 8,492 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $6,407,674 | 8,398 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $6,417,870 | 8,233 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $4,736,593 | 5,735 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $3,955,728 | 5,124 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,997,361 | 4,512 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $3,920,295 | 4,330 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,286,881 | 4,225 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,094,431 | 3,593 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,665,640 | 3,101 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,432,733 | 3,055 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $985,271 | 2,869 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,057,277 | 2,890 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $934,158 | 2,889 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $922,110 | 2,844 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $814,722 | 2,845 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $844,680 | 3,058 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $579,935 | 2,510 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $532,945 | 2,322 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $278,361 | 1,490 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $656,764 | 4,437 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $673,794 | 4,104 | Shares | Sole | 2020-07-08 | |
| No filing history on record for this holder in this stock. | ||||||