Position in LLY
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$3,125,378
-$213,653 QoQ
Shares Held
3,398
+9.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026Leo Wealth, LLC holds $70,294,241 across 12 Drug Manufacturers - General names. LLY ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
171,116 | $41,827,595 | |
| 2 | BIIB |
Biogen Inc.
|
22,737 | $4,168,374 | |
| 3 | BMY |
Bristol Myers Squibb Co
|
65,938 | $3,999,139 | |
| 4 | ABBV |
AbbVie Inc.
|
16,154 | $3,513,333 | |
| 5 | LLY |
ELI LILLY & Co
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|
3,398 | $3,125,378 | |
| 6 | MRK |
Merck & Co., Inc.
|
24,749 | $2,977,057 | |
| 7 | PFE |
Pfizer Inc
|
104,084 | $2,922,678 | |
| 8 | NVS |
Novartis AG
|
15,866 | $2,423,531 |
All Filings in LLY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,125,378 | 3,398 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,339,031 | 3,107 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,531,341 | 2,007 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,200,750 | 4,106 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,732,110 | 3,308 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,944,408 | 3,814 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,562,138 | 2,892 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,182,410 | 3,515 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $4,610,968 | 5,927 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,355,287 | 5,756 | Shares | Sole | 2024-03-14 | |
| No filing history on record for this holder in this stock. | ||||||