Position in LLY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,248,931
+$477,454 QoQ
Shares Held
1,875
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#2,384
of 4,605 holders
Holding Since
Jun 2020
25 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, 2026Live Oak Private Wealth LLC holds $31,528,081 across 7 Drug Manufacturers - General names. LLY ranks #4 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVS |
Novartis AG
|
72,426 | $11,350,602 | |
| 2 | MRK |
Merck & Co., Inc.
|
77,794 | $9,996,529 | |
| 3 | ABBV |
AbbVie Inc.
|
17,541 | $4,414,017 | |
| 4 | LLY |
ELI LILLY & Co
This page
|
1,875 | $2,248,931 | |
| 5 | JNJ |
Johnson & Johnson
|
7,139 | $1,813,091 | |
| 6 | AMGN |
Amgen Inc
|
3,612 | $1,307,977 | |
| 7 | PFE |
Pfizer Inc
|
16,484 | $396,934 |
All Filings in LLY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,248,931 | 1,875 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,771,477 | 1,926 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,085,954 | 1,941 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,480,983 | 1,941 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,526,319 | 1,958 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,234,086 | 2,705 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,516,208 | 1,964 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,719,609 | 1,941 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,628,778 | 1,799 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,402,661 | 1,803 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,053,336 | 1,807 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $971,668 | 1,809 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $829,625 | 1,769 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $584,157 | 1,701 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $585,709 | 1,601 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $517,683 | 1,601 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $519,092 | 1,601 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $458,478 | 1,601 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $435,598 | 1,577 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $365,521 | 1,582 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $258,210 | 1,125 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $210,172 | 1,125 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $292,599 | 1,733 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $239,644 | 1,619 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $275,658 | 1,679 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||