Position in LLY
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$764,036
+$416,363 QoQ
Shares Held
637
+68.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#3,371
of 4,605 holders
Holding Since
Jun 2021
6 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, 2026Cypress Point Wealth Management, LLC holds $2,052,329 across 4 Drug Manufacturers - General names. LLY ranks #1 (37.2% of the industry book) .
All Filings in LLY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $764,036 | 637 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $347,673 | 378 | Shares | Sole | 2026-04-13 | |
| 2024-09-30 | $361,463 | 408 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $379,354 | 419 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $320,519 | 412 | Shares | Sole | 2024-05-07 | |
| 2021-06-30 | $78,036 | 340 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||