Occidental Asset Management, LLC

Position in LLY — ELI LILLY & Co

CIK 1770994 Burlingame, CA

Position in LLY

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,661,535

+$648,159 QoQ

Shares Held

2,219

+1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#2,238

of 4,605 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Occidental Asset Management, LLC holds $27,487,329 across 9 Drug Manufacturers - General names. LLY ranks #5 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRK	Merck & Co., Inc.	56,777	$7,295,844
2	AMGN	Amgen Inc	17,469	$6,325,874
3	GILD	Gilead Sciences, Inc.	34,701	$4,384,124
4	ABBV	AbbVie Inc.	10,577	$2,661,596
5	LLY	ELI LILLY & Co This page	2,219	$2,661,535
6	JNJ	Johnson & Johnson	7,491	$1,902,489
7	NVS	Novartis AG	10,018	$1,570,020
8	BMY	Bristol Myers Squibb Co	7,807	$449,839

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,661,535	2,219	+1.4%	Shares	Sole	2026-08-07
2026-03-31	$2,013,376	2,189	+3.5%	Shares	Sole	2026-04-16
2025-12-31	$2,271,873	2,114	+4.1%	Shares	Sole	2026-01-08
2025-09-30	$1,549,653	2,031	+3.3%	Shares	Sole	2025-10-29
2025-06-30	$1,532,555	1,966	+0.7%	Shares	Sole	2025-07-14
2025-03-31	$1,613,002	1,953	+32.4%	Shares	Sole	2025-05-15
2024-12-31	$1,138,700	1,475	+1.2%	Shares	Sole	2025-01-15
2024-09-30	$1,290,814	1,457	-2.0%	Shares	Sole	2024-10-15
2024-06-30	$1,346,300	1,487	-5.1%	Shares	Sole	2024-07-15
2024-03-31	$1,219,063	1,567	-8.7%	Shares	Sole	2024-04-16
2023-12-31	$1,000,290	1,716	-6.4%	Shares	Sole	2024-01-19
2023-09-30	$984,559	1,833	0.0%	Shares	Sole	2023-10-18
2023-06-30	$859,640	1,833	+15.8%	Shares	Sole	2023-07-12
2023-03-31	$543,633	1,583	0.0%	Shares	Sole	2023-05-11
2022-12-31	$579,124	1,583	+2.6%	Shares	Sole	2023-01-24
2022-09-30	$498,929	1,543	0.0%	Shares	Sole	2022-11-08
2022-06-30	$500,286	1,543	-3.7%	Shares	Sole	2022-07-18
2022-03-31	$458,764	1,602	+2.5%	Shares	Sole	2022-05-04
2021-12-31	$431,731	1,563	0.0%	Shares	Sole	2022-02-01
2021-09-30	$361,131	1,563	+2.6%	Shares	Sole	2021-11-03
2021-06-30	$349,558	1,523	0.0%	Shares	Sole	2021-08-17
2021-03-31	$284,526	1,523	+5.5%	Shares	Sole	2021-05-06
2020-12-31	$243,636	1,443	0.0%	Shares	Sole	2021-01-28
2020-09-30	$213,592	1,443	0.0%	Shares	Sole	2020-11-10
2020-06-30	$236,911	1,443	—	Shares	Sole	2020-07-17
No filing history on record for this holder in this stock.