Position in LLY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$9,579,848
+$584,776 QoQ
Shares Held
7,987
-4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.14%
of 13F equity value
Holder Rank
#1,287
of 4,605 holders
Holding Since
Jun 2024
8 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, 2026Heritage Wealth Management, Inc. holds $29,302,537 across 9 Drug Manufacturers - General names. LLY ranks #1 (32.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
7,987 | $9,579,848 | |
| 2 | JNJ |
Johnson & Johnson
|
26,961 | $6,847,285 | |
| 3 | ABBV |
AbbVie Inc.
|
21,218 | $5,339,297 | |
| 4 | MRK |
Merck & Co., Inc.
|
28,609 | $3,676,256 | |
| 5 | AMGN |
Amgen Inc
|
3,120 | $1,129,814 | |
| 6 | NVS |
Novartis AG
|
6,052 | $948,469 | |
| 7 | AZN |
Astrazeneca PLC
|
4,415 | $837,172 | |
| 8 | PFE |
Pfizer Inc
|
20,775 | $500,262 |
All Filings in LLY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,579,848 | 7,987 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $8,995,072 | 8,370 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,555,696 | 8,592 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,908,194 | 8,862 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,604,979 | 9,208 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,613,464 | 9,862 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $8,871,803 | 10,014 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $9,485,666 | 10,477 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||