Position in LLY
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,353,281
+$674,701 QoQ
Shares Held
1,962
+7.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.36%
of 13F equity value
Holder Rank
#2,351
of 4,605 holders
Holding Since
Mar 2020
23 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, 2026BCS Wealth Management holds $7,700,051 across 8 Drug Manufacturers - General names. LLY ranks #1 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
1,962 | $2,353,281 | |
| 2 | MRK |
Merck & Co., Inc.
|
15,887 | $2,041,479 | |
| 3 | JNJ |
Johnson & Johnson
|
3,739 | $949,593 | |
| 4 | ABBV |
AbbVie Inc.
|
3,535 | $889,547 | |
| 5 | PFE |
Pfizer Inc
|
26,000 | $626,080 | |
| 6 | AMGN |
Amgen Inc
|
843 | $305,267 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
5,112 | $294,553 | |
| 8 | NVS |
Novartis AG
|
1,533 | $240,251 |
All Filings in LLY
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,353,281 | 1,962 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,678,580 | 1,825 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,911,835 | 3,640 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,277,085 | 4,295 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,968,587 | 5,091 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $4,053,566 | 4,908 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $3,917,900 | 5,075 | Shares | Sole | 2025-01-13 | |
| 2024-03-31 | $3,477,481 | 4,470 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $2,306,614 | 3,957 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $2,125,423 | 3,957 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $1,338,651 | 3,898 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $1,436,287 | 3,926 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $1,269,472 | 3,926 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $1,292,380 | 3,986 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,124,574 | 3,927 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,622,516 | 5,874 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,143,235 | 4,948 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $1,134,058 | 4,941 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $922,330 | 4,937 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $832,887 | 4,933 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $725,742 | 4,903 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $804,153 | 4,898 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $679,450 | 4,898 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||