Position in LLY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$688,472
+$162,364 QoQ
Shares Held
574
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#3,464
of 4,605 holders
Holding Since
Mar 2020
26 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, 2026BELLEVUE ASSET MANAGEMENT, LLC holds $3,379,910 across 10 Drug Manufacturers - General names. LLY ranks #2 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
5,076 | $1,838,121 | |
| 2 | LLY |
ELI LILLY & Co
This page
|
574 | $688,472 | |
| 3 | JNJ |
Johnson & Johnson
|
1,373 | $348,700 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
4,400 | $253,528 | |
| 5 | MRK |
Merck & Co., Inc.
|
723 | $92,905 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
688 | $86,921 | |
| 7 | PFE |
Pfizer Inc
|
1,429 | $34,410 | |
| 8 | GSK |
GSK plc
|
482 | $25,266 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $688,472 | 574 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $526,108 | 572 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $614,717 | 572 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $436,436 | 572 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $445,891 | 572 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $468,290 | 567 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $437,724 | 567 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $177,188 | 200 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $181,076 | 200 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $155,592 | 200 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $116,584 | 200 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $107,426 | 200 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $93,796 | 200 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $68,684 | 200 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $146,336 | 400 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $129,340 | 400 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $129,692 | 400 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $114,548 | 400 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $110,488 | 400 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $92,420 | 400 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $114,760 | 500 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $93,410 | 500 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $84,420 | 500 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $74,010 | 500 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $82,090 | 500 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $69,360 | 500 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||