Position in LLY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$10,730,101
+$6,214,951 QoQ
Shares Held
8,946
+82.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
6.81%
of 13F equity value
Holder Rank
#1,227
of 4,605 holders
Holding Since
Dec 2020
23 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, 2026BCGM Wealth Management, LLC holds $14,498,992 across 5 Drug Manufacturers - General names. LLY ranks #1 (74.0% of the industry book) .
All Filings in LLY
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,730,101 | 8,946 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $4,515,150 | 4,909 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,298,172 | 4,930 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,759,301 | 4,927 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,742,523 | 4,801 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,882,602 | 4,701 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,628,400 | 4,700 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,645,643 | 4,115 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $3,723,827 | 4,113 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,072,942 | 3,950 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,294,373 | 3,936 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,223,718 | 4,140 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,932,666 | 4,121 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,008,624 | 2,937 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,484,212 | 4,057 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,308,920 | 4,048 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,243,422 | 3,835 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,103,097 | 3,852 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,063,723 | 3,851 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $889,773 | 3,851 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $879,750 | 3,833 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $726,356 | 3,888 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $665,398 | 3,941 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||