Keudell/Morrison Wealth Management

Position in LLY — ELI LILLY & Co

CIK 1785498 Salem, OR

Position in LLY

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$5,983,956

+$1,424,657 QoQ

Shares Held

4,989

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.78%

of 13F equity value

Holder Rank

#1,577

of 4,605 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Keudell/Morrison Wealth Management holds $22,085,611 across 13 Drug Manufacturers - General names. LLY ranks #1 (27.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co This page	4,989	$5,983,956
2	ABBV	AbbVie Inc.	20,064	$5,048,904
3	JNJ	Johnson & Johnson	7,437	$1,888,774
4	GILD	Gilead Sciences, Inc.	14,835	$1,874,253
5	AMGN	Amgen Inc	4,952	$1,793,218
6	MRK	Merck & Co., Inc.	13,268	$1,704,938
7	BMY	Bristol Myers Squibb Co	19,945	$1,149,230
8	SNY	Sanofi	14,344	$611,915

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,983,956	4,989	+0.6%	Shares	Sole	2026-07-15
2026-03-31	$4,559,299	4,957	-3.7%	Shares	Sole	2026-04-20
2025-12-31	$5,533,527	5,149	-1.5%	Shares	Sole	2026-02-06
2025-06-30	$4,076,941	5,230	-1.6%	Shares	Sole	2025-07-22
2025-03-31	$4,389,711	5,315	+0.1%	Shares	Sole	2025-04-23
2024-12-31	$4,097,776	5,308	+6.0%	Shares	Sole	2025-01-23
2024-09-30	$4,435,015	5,006	+3.9%	Shares	Sole	2024-10-31
2024-06-30	$4,363,931	4,820	-2.8%	Shares	Sole	2024-07-16
2024-03-31	$3,859,459	4,961	+7.6%	Shares	Sole	2024-05-07
2023-12-31	$2,688,427	4,612	+23.2%	Shares	Sole	2024-02-14
2023-09-30	$2,011,014	3,744	+2.2%	Shares	Sole	2023-10-18
2023-06-30	$1,717,873	3,663	+2.5%	Shares	Sole	2023-07-20
2023-03-31	$1,227,039	3,573	+3.2%	Shares	Sole	2023-04-18
2022-12-31	$1,266,538	3,462	-5.3%	Shares	Sole	2023-01-20
2022-09-30	$1,182,167	3,656	-8.7%	Shares	Sole	2022-10-12
2022-06-30	$1,298,865	4,006	+0.5%	Shares	Sole	2022-07-18
2022-03-31	$1,141,470	3,986	-3.6%	Shares	Sole	2022-04-18
2021-12-31	$1,142,445	4,136	-1.8%	Shares	Sole	2022-02-08
2021-09-30	$973,182	4,212	+0.5%	Shares	Sole	2021-12-08
2021-06-30	$961,918	4,191	0.0%	Shares	Sole	2021-07-13
2021-03-31	$782,962	4,191	0.0%	Shares	Sole	2021-04-13
2020-12-31	$707,608	4,191	0.0%	Shares	Sole	2021-02-12
2020-09-30	$620,351	4,191	-1.2%	Shares	Sole	2020-10-20
2020-06-30	$696,287	4,241	-0.1%	Shares	Sole	2020-07-14
2020-03-31	$589,143	4,247	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.