Position in LLY
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$9,321,970
+$1,782,616 QoQ
Shares Held
7,772
-5.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
13.10%
of 13F equity value
Holder Rank
#1,302
of 4,605 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Wolff Financial Management LLC holds $13,540,018 across 7 Drug Manufacturers - General names. LLY ranks #1 (68.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
7,772 | $9,321,970 | |
| 2 | MRK |
Merck & Co., Inc.
|
10,886 | $1,398,851 | |
| 3 | PFE |
Pfizer Inc
|
43,639 | $1,050,827 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
10,050 | $579,081 | |
| 5 | AMGN |
Amgen Inc
|
1,162 | $420,783 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
3,160 | $399,234 | |
| 7 | JNJ |
Johnson & Johnson
|
1,454 | $369,272 |
All Filings in LLY
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,321,970 | 7,772 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $7,539,354 | 8,197 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $8,808,078 | 8,196 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,253,548 | 8,196 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $6,550,390 | 8,403 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $7,272,137 | 8,805 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $6,797,460 | 8,805 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $7,999,152 | 9,029 | Shares | Sole | 2024-10-24 | |
| 2024-03-31 | $7,024,200 | 9,029 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $8,648,784 | 14,837 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $7,968,860 | 14,836 | Shares | Sole | 2023-10-30 | |
| 2023-03-31 | $5,195,257 | 15,128 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $5,534,061 | 15,127 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $4,896,812 | 15,144 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $4,909,814 | 15,143 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $3,816,739 | 13,328 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $3,681,183 | 13,327 | Shares | Sole | 2022-02-08 | |
| 2021-03-31 | $2,630,612 | 14,081 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,446,829 | 14,492 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $2,173,377 | 14,683 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $2,410,326 | 14,681 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $2,036,270 | 14,679 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||