Position in LLY
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,962,267
+$676,429 QoQ
Shares Held
1,636
+17.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#2,517
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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $9,508,512 across 10 Drug Manufacturers - General names. LLY ranks #2 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
9,954 | $2,528,017 | |
| 2 | LLY |
ELI LILLY & Co
This page
|
1,636 | $1,962,267 | |
| 3 | ABBV |
AbbVie Inc.
|
4,962 | $1,248,637 | |
| 4 | AZN |
Astrazeneca PLC
|
4,537 | $860,305 | |
| 5 | NVO |
Novo Nordisk A S
|
14,158 | $678,734 | |
| 6 | NVS |
Novartis AG
|
4,097 | $642,081 | |
| 7 | AMGN |
Amgen Inc
|
1,484 | $537,386 | |
| 8 | MRK |
Merck & Co., Inc.
|
4,067 | $522,609 |
All Filings in LLY
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,962,267 | 1,636 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,285,838 | 1,398 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,599,123 | 1,488 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,137,633 | 1,491 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,139,672 | 1,462 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,195,091 | 1,447 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,055,324 | 1,367 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $1,001,998 | 1,131 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,272,964 | 1,406 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,818,549 | 3,623 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,413,288 | 4,140 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,244,666 | 4,179 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,007,703 | 4,281 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,556,036 | 4,531 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $1,112,519 | 3,041 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,016,289 | 3,143 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,320,913 | 4,074 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,167,244 | 4,076 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,264,535 | 4,578 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,030,945 | 4,462 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,023,659 | 4,460 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $824,997 | 4,416 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $783,924 | 4,643 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||