Position in LLY
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$591,319
+$147,071 QoQ
Shares Held
493
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#3,610
of 4,605 holders
Holding Since
Dec 2021
19 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, 2026Beaird Harris Wealth Management, LLC holds $2,614,254 across 10 Drug Manufacturers - General names. LLY ranks #2 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
3,016 | $758,946 | |
| 2 | LLY |
ELI LILLY & Co
This page
|
493 | $591,319 | |
| 3 | JNJ |
Johnson & Johnson
|
2,106 | $534,860 | |
| 4 | AMGN |
Amgen Inc
|
1,098 | $397,607 | |
| 5 | PFE |
Pfizer Inc
|
5,560 | $133,884 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
1,607 | $92,595 | |
| 7 | MRK |
Merck & Co., Inc.
|
588 | $75,558 | |
| 8 | NVS |
Novartis AG
|
78 | $12,224 |
All Filings in LLY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $591,319 | 493 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $444,248 | 483 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $534,116 | 497 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $436,436 | 572 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $389,765 | 500 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $414,606 | 502 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $382,140 | 495 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $380,954 | 430 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $463,554 | 512 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $389,757 | 501 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $264,062 | 453 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $207,332 | 386 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $198,847 | 424 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $166,902 | 486 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $194,992 | 533 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $157,148 | 486 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $100,511 | 310 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $56,128 | 196 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $51,376 | 186 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||