Position in LLY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,609,409
+$807,080 QoQ
Shares Held
3,843
-7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.53%
of 13F equity value
Holder Rank
#1,780
of 4,605 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $20,365,703 across 11 Drug Manufacturers - General names. LLY ranks #1 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
3,843 | $4,609,409 | |
| 2 | JNJ |
Johnson & Johnson
|
13,376 | $3,397,102 | |
| 3 | MRK |
Merck & Co., Inc.
|
20,022 | $2,572,827 | |
| 4 | ABBV |
AbbVie Inc.
|
9,902 | $2,491,739 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
18,196 | $2,298,882 | |
| 6 | AMGN |
Amgen Inc
|
3,432 | $1,242,795 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
19,211 | $1,106,937 | |
| 8 | PFE |
Pfizer Inc
|
40,696 | $979,959 |
All Filings in LLY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,609,409 | 3,843 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,802,329 | 4,134 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,495,386 | 4,183 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,309,894 | 4,338 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,538,286 | 4,539 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $4,061,825 | 4,918 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,055,316 | 5,253 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $4,742,436 | 5,353 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $4,922,551 | 5,437 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $4,396,251 | 5,651 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $3,660,737 | 6,280 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $3,524,109 | 6,561 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $3,481,238 | 7,423 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,650,858 | 7,719 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $3,103,054 | 8,482 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $2,838,042 | 8,777 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $2,861,978 | 8,827 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,596,516 | 9,067 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,522,441 | 9,132 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,176,722 | 9,421 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $2,188,702 | 9,536 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,828,220 | 9,786 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $1,680,126 | 9,951 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $1,472,947 | 9,951 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||