Position in LLY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,827,931
+$426,202 QoQ
Shares Held
1,524
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#2,569
of 4,605 holders
Holding Since
Mar 2020
25 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, 2026LIBERTY WEALTH MANAGEMENT LLC holds $6,740,761 across 9 Drug Manufacturers - General names. LLY ranks #1 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
1,524 | $1,827,931 | |
| 2 | ABBV |
AbbVie Inc.
|
6,939 | $1,746,129 | |
| 3 | AMGN |
Amgen Inc
|
2,906 | $1,052,320 | |
| 4 | JNJ |
Johnson & Johnson
|
2,617 | $664,639 | |
| 5 | MRK |
Merck & Co., Inc.
|
3,388 | $435,358 | |
| 6 | NVS |
Novartis AG
|
2,205 | $345,567 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
4,286 | $246,959 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
1,715 | $216,673 |
All Filings in LLY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,827,931 | 1,524 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,401,729 | 1,524 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,637,812 | 1,524 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,198,673 | 1,571 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,265,956 | 1,624 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,325,585 | 1,605 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,224,392 | 1,586 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,257,148 | 1,419 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $962,418 | 1,063 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $683,826 | 879 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $628,970 | 1,079 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $645,093 | 1,201 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $570,748 | 1,217 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $427,214 | 1,244 | Shares | Sole | 2023-05-03 | |
| 2022-09-30 | $354,714 | 1,097 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $356,004 | 1,098 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $255,442 | 892 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $245,835 | 890 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $219,496 | 950 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $213,683 | 931 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $195,413 | 1,046 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $176,606 | 1,046 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $168,002 | 1,135 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $186,836 | 1,138 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $157,447 | 1,135 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||