Opes Wealth Management LLC

Position in LLY — ELI LILLY & Co

CIK 1766918 MENLO PARK, CA

Position in LLY

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$361,469

-$81,299 QoQ

Shares Held

393

-4.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Mar 31, 2026

Opes Wealth Management LLC holds $26,541,319 across 4 Drug Manufacturers - General names. LLY ranks #4 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GILD	Gilead Sciences, Inc.	169,652	$23,644,399
2	JNJ	Johnson & Johnson	5,790	$1,415,307
3	BMY	Bristol Myers Squibb Co	18,469	$1,120,144
4	LLY	ELI LILLY & Co This page	393	$361,469

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$361,469	393	-4.6%	Shares	Sole	2026-04-29
2025-12-31	$442,768	412	-1.2%	Shares	Sole	2026-02-02
2025-09-30	$318,171	417	-72.9%	Shares	Sole	2025-11-24
2025-06-30	$1,197,358	1,536	+355.8%	Shares	Sole	2025-07-31
2025-03-31	$278,331	337	+6.6%	Shares	Sole	2025-05-06
2024-12-31	$243,952	316	+33.9%	Shares	Sole	2025-01-30
2024-09-30	$209,081	236	+0.4%	Shares	Sole	2024-10-29
2024-06-30	$212,764	235	—	Shares	Sole	2024-08-05
No filing history on record for this holder in this stock.