Position in LLY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$10,401,457
+$4,375,124 QoQ
Shares Held
8,672
+32.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.21%
of 13F equity value
Holder Rank
#1,243
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, 2026Keebeck Wealth Management holds $26,055,162 across 12 Drug Manufacturers - General names. LLY ranks #1 (39.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
8,672 | $10,401,457 | |
| 2 | ABBV |
AbbVie Inc.
|
22,005 | $5,537,338 | |
| 3 | MRK |
Merck & Co., Inc.
|
28,212 | $3,625,242 | |
| 4 | JNJ |
Johnson & Johnson
|
9,392 | $2,385,286 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
16,581 | $955,397 | |
| 6 | AMGN |
Amgen Inc
|
2,529 | $915,801 | |
| 7 | NVS |
Novartis AG
|
3,950 | $619,044 | |
| 8 | PFE |
Pfizer Inc
|
17,946 | $432,139 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,401,457 | 8,672 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $6,026,333 | 6,552 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $6,773,708 | 6,303 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $4,676,427 | 6,129 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $4,954,692 | 6,356 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $6,383,458 | 7,729 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $5,963,700 | 7,725 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $7,216,867 | 8,146 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $6,657,259 | 7,353 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $5,738,232 | 7,376 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $4,358,492 | 7,477 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $3,845,313 | 7,159 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $4,810,327 | 10,257 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $3,084,941 | 8,983 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $2,972,450 | 8,125 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $2,508,872 | 7,759 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,210,600 | 6,818 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $1,699,892 | 5,936 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $1,469,214 | 5,319 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $1,159,639 | 5,019 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $1,223,341 | 5,330 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $894,493 | 4,788 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $788,989 | 4,673 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $669,049 | 4,520 | Shares | Other | 2020-11-02 | |
| 2020-06-30 | $639,480 | 3,895 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $301,993 | 2,177 | Shares | Other | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||