Balboa Wealth Partners

Position in LLY — ELI LILLY & Co

CIK 1929008 SCOTTSDALE, AZ

Position in LLY

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,772,757

+$369,188 QoQ

Shares Held

1,478

-3.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#2,610

of 4,605 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Balboa Wealth Partners holds $9,778,849 across 9 Drug Manufacturers - General names. LLY ranks #3 (18.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	10,057	$2,530,743
2	JNJ	Johnson & Johnson	9,731	$2,471,382
3	LLY	ELI LILLY & Co This page	1,478	$1,772,757
4	MRK	Merck & Co., Inc.	6,729	$864,676
5	NVO	Novo Nordisk A S	15,451	$740,720
6	PFE	Pfizer Inc	26,316	$633,689
7	AMGN	Amgen Inc	907	$328,442
8	GILD	Gilead Sciences, Inc.	1,742	$220,084

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,772,757	1,478	-3.1%	Shares	Sole	2026-08-10
2026-03-31	$1,403,569	1,526	+10.3%	Shares	Sole	2026-04-16
2025-12-31	$1,486,282	1,383	-10.1%	Shares	Sole	2026-01-16
2025-09-30	$1,173,494	1,538	-10.3%	Shares	Sole	2025-11-06
2025-06-30	$1,336,893	1,715	+5.7%	Shares	Sole	2025-07-29
2025-03-31	$1,339,626	1,622	+5.0%	Shares	Sole	2025-04-23
2024-12-31	$1,192,740	1,545	-11.3%	Shares	Sole	2025-02-10
2024-09-30	$1,543,307	1,742	-12.2%	Shares	Sole	2024-11-06
2024-06-30	$1,797,179	1,985	+8.0%	Shares	Sole	2024-08-13
2024-03-31	$1,429,890	1,838	+66.8%	Shares	Defined	2024-05-13
2023-12-31	$642,377	1,102	-9.4%	Shares	Defined	2024-02-09
2023-09-30	$653,150	1,216	-26.3%	Shares	Defined	2023-10-23
2023-06-30	$773,817	1,650	-4.4%	Shares	Defined	2023-08-08
2023-03-31	$592,742	1,726	-3.3%	Shares	Sole	2023-05-12
2022-12-31	$653,024	1,785	+61.8%	Shares	Defined	2023-02-14
2022-09-30	$356,655	1,103	—	Shares	Sole	2023-01-04
No filing history on record for this holder in this stock.