Position in LLY
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,390,139
+$401,387 QoQ
Shares Held
1,159
+7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#2,842
of 4,605 holders
Holding Since
Dec 2024
7 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, 2026Golden State Wealth Management, LLC holds $5,982,098 across 14 Drug Manufacturers - General names. LLY ranks #1 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
1,159 | $1,390,139 | |
| 2 | JNJ |
Johnson & Johnson
|
4,761 | $1,209,151 | |
| 3 | MRK |
Merck & Co., Inc.
|
6,790 | $872,515 | |
| 4 | ABBV |
AbbVie Inc.
|
2,747 | $691,255 | |
| 5 | AMGN |
Amgen Inc
|
1,814 | $656,885 | |
| 6 | PFE |
Pfizer Inc
|
11,293 | $271,935 | |
| 7 | AZN |
Astrazeneca PLC
|
1,109 | $210,288 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
3,040 | $175,164 |
All Filings in LLY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,390,139 | 1,159 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $988,752 | 1,075 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,030,618 | 959 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $719,509 | 943 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $746,789 | 958 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $841,602 | 1,019 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $721,048 | 934 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||