Laidlaw Wealth Management LLC

Position in LLY — ELI LILLY & Co

CIK 1800608 NEW YORK CITY, NY

Position in LLY

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,261,800

+$391,698 QoQ

Shares Held

1,052

+11.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.79%

of 13F equity value

Holder Rank

#2,924

of 4,621 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Laidlaw Wealth Management LLC holds $1,623,890 across 2 Drug Manufacturers - General names. LLY ranks #1 (77.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	LLY	ELI LILLY & Co This page	1,052	$1,261,800
2	GILD	Gilead Sciences, Inc.	2,866	$362,090

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,261,800	1,052	+11.2%	Shares	Sole	2026-08-11
2026-03-31	$870,102	946	+11.6%	Shares	Sole	2026-05-06
2025-12-31	$911,328	848	0.0%	Shares	Sole	2026-02-17
2025-09-30	$647,024	848	-5.3%	Shares	Sole	2025-11-14
2025-06-30	$697,679	895	-0.1%	Shares	Sole	2025-08-13
2025-03-31	$740,015	896	-52.3%	Shares	Sole	2025-05-16
2024-12-31	$1,449,816	1,878	+8.6%	Shares	Sole	2025-02-03
2024-09-30	$1,531,790	1,729	+24.7%	Shares	Sole	2024-11-12
2024-06-30	$1,254,856	1,386	-0.9%	Shares	Sole	2024-08-01
2024-03-31	$1,087,588	1,398	-49.7%	Shares	Sole	2024-05-15
2023-12-31	$1,618,768	2,777	+11.6%	Shares	Sole	2024-02-12
2023-09-30	$1,336,379	2,488	-8.1%	Shares	Sole	2023-11-13
2023-06-30	$1,269,997	2,708	-31.5%	Shares	Sole	2023-08-14
2023-03-31	$1,358,226	3,955	+12.7%	Shares	Sole	2023-05-12
2022-12-31	$1,283,732	3,509	+70.7%	Shares	Sole	2023-02-14
2022-09-30	$664,807	2,056	+29.2%	Shares	Sole	2022-11-14
2022-06-30	$515,849	1,591	-28.8%	Shares	Sole	2022-08-12
2022-03-31	$639,750	2,234	+109.8%	Shares	Sole	2022-05-12
2021-12-31	$294,174	1,065	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.