Position in LLY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,925,409
+$697,727 QoQ
Shares Held
2,439
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#2,154
of 4,605 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026MBL Wealth, LLC holds $11,328,845 across 9 Drug Manufacturers - General names. LLY ranks #1 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
2,439 | $2,925,409 | |
| 2 | JNJ |
Johnson & Johnson
|
10,383 | $2,636,970 | |
| 3 | ABBV |
AbbVie Inc.
|
7,862 | $1,978,393 | |
| 4 | MRK |
Merck & Co., Inc.
|
12,579 | $1,616,401 | |
| 5 | AMGN |
Amgen Inc
|
1,479 | $535,574 | |
| 6 | PFE |
Pfizer Inc
|
21,003 | $505,752 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
8,305 | $478,534 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
3,094 | $390,895 |
All Filings in LLY
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,925,409 | 2,439 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,227,682 | 2,422 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,447,046 | 2,277 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,152,893 | 1,511 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,255,822 | 1,611 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,286,767 | 1,558 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $1,085,432 | 1,406 | Shares | Sole | 2025-04-21 | |
| 2024-09-30 | $1,270,437 | 1,434 | Shares | Sole | 2025-01-08 | |
| 2024-06-30 | $1,257,572 | 1,389 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,054,913 | 1,356 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $788,690 | 1,353 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $723,513 | 1,347 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $600,763 | 1,281 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $301,866 | 879 | Shares | Defined | 2023-04-12 | |
| 2022-12-31 | $322,305 | 881 | Shares | Defined | 2023-01-12 | |
| 2022-09-30 | $261,913 | 810 | Shares | Defined | 2023-01-12 | |
| 2022-06-30 | $240,578 | 742 | Shares | Defined | 2023-01-12 | |
| 2022-03-31 | $211,627 | 739 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||