WILLNER & HELLER, LLC

Position in LLY — ELI LILLY & Co

CIK 1927796 ENCINO, CA

Position in LLY

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$1,099,877

+$264,726 QoQ

Shares Held

917

+1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.13%

of 13F equity value

Holder Rank

#3,057

of 4,605 holders

Holding Since

Dec 2021

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

WILLNER & HELLER, LLC holds $5,343,481 across 6 Drug Manufacturers - General names. LLY ranks #2 (20.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	5,852	$1,472,597
2	LLY	ELI LILLY & Co This page	917	$1,099,877
3	MRK	Merck & Co., Inc.	7,737	$994,204
4	AMGN	Amgen Inc	2,142	$775,661
5	GILD	Gilead Sciences, Inc.	5,130	$648,124
6	JNJ	Johnson & Johnson	1,390	$353,018

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,099,877	917	+1.0%	Shares	Sole	2026-07-07
2026-03-31	$835,151	908	-0.4%	Shares	Sole	2026-04-17
2025-12-31	$980,108	912	-2.6%	Shares	Sole	2026-01-12
2025-09-30	$714,168	936	+5.9%	Shares	Sole	2025-10-16
2025-06-30	$689,104	884	+3.5%	Shares	Sole	2025-07-22
2025-03-31	$705,327	854	+1.5%	Shares	Sole	2025-05-05
2024-12-31	$649,252	841	+36.1%	Shares	Sole	2025-01-16
2024-09-30	$547,510	618	+1.6%	Shares	Sole	2024-10-10
2024-06-30	$550,471	608	-7.7%	Shares	Sole	2024-07-19
2024-03-31	$512,675	659	-12.9%	Shares	Sole	2024-07-19
2023-12-31	$441,270	757	-27.4%	Shares	Sole	2024-03-06
2022-12-31	$381,571	1,043	-2.5%	Shares	Sole	2023-02-14
2022-09-30	$345,984	1,070	-4.0%	Shares	Sole	2022-10-24
2022-06-30	$361,516	1,115	+0.6%	Shares	Sole	2022-07-22
2022-03-31	$317,297	1,108	+0.4%	Shares	Sole	2022-07-05
2021-12-31	$304,946	1,104	—	Shares	Sole	2022-06-06
No filing history on record for this holder in this stock.