WFA of San Diego, LLC

Position in LLY — ELI LILLY & Co

CIK 1821407 SAN DIEGO, CA

Position in LLY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$490,566

-$3,350 QoQ

Shares Held

409

-23.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#3,770

of 4,604 holders

Holding Since

Jun 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

WFA of San Diego, LLC holds $2,758,444 across 6 Drug Manufacturers - General names. LLY ranks #2 (17.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMGN	Amgen Inc	1,948	$705,409
2	LLY	ELI LILLY & Co This page	409	$490,566
3	JNJ	Johnson & Johnson	1,794	$455,622
4	NVO	Novo Nordisk A S	9,470	$453,991
5	ABBV	AbbVie Inc.	1,568	$394,571
6	MRK	Merck & Co., Inc.	2,010	$258,285

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$490,566	409	-23.8%	Shares	Sole	2026-08-14
2026-03-31	$493,916	537	-34.4%	Shares	Sole	2026-05-11
2025-12-31	$880,163	819	-1.8%	Shares	Sole	2026-02-17
2025-09-30	$636,342	834	-3.6%	Shares	Sole	2026-02-17
2025-06-30	$674,293	865	+15.8%	Shares	Sole	2025-08-15
2024-09-30	$661,797	747	-8.2%	Shares	Sole	2024-11-13
2024-06-30	$736,979	814	-24.2%	Shares	Sole	2024-08-14
2023-09-30	$576,877	1,074	+292.0%	Shares	Sole	2023-11-02
2023-06-30	$128,500	274	-42.2%	Shares	Sole	2023-08-10
2022-12-31	$173,408	474	+69.3%	Shares	Sole	2023-01-31
2022-06-30	$90,784	280	-58.8%	Shares	Sole	2022-07-28
2021-12-31	$187,829	680	+41.7%	Shares	Sole	2022-02-07
2021-09-30	$110,904	480	-78.0%	Shares	Sole	2021-10-25
2020-06-30	$358,897	2,186	—	Shares	Sole	2020-08-18
No filing history on record for this holder in this stock.