Position in LLY
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$4,233,988
+$1,072,739 QoQ
Shares Held
3,530
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#1,844
of 4,604 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Bison Wealth, LLC holds $18,729,734 across 7 Drug Manufacturers - General names. LLY ranks #1 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
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|
3,530 | $4,233,988 | |
| 2 | JNJ |
Johnson & Johnson
|
15,712 | $3,990,376 | |
| 3 | ABBV |
AbbVie Inc.
|
15,394 | $3,873,746 | |
| 4 | MRK |
Merck & Co., Inc.
|
26,444 | $3,398,054 | |
| 5 | AMGN |
Amgen Inc
|
6,418 | $2,324,086 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
9,226 | $531,602 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
2,991 | $377,882 |
All Filings in LLY
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,233,988 | 3,530 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $3,161,249 | 3,437 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,277,774 | 3,050 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $2,221,093 | 2,911 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,081,345 | 2,670 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,854,167 | 2,245 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $582,860 | 755 | Shares | Sole | 2025-02-25 | |
| No filing history on record for this holder in this stock. | ||||||