Lodestone Wealth Management LLC

Position in LLY — ELI LILLY & Co

CIK 1950158 SPOKANE, WA

Position in LLY

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$424,597

+$90,721 QoQ

Shares Held

354

-2.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#3,886

of 4,605 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Lodestone Wealth Management LLC holds $11,491,912 across 12 Drug Manufacturers - General names. LLY ranks #4 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMGN	Amgen Inc	13,415	$4,857,839
2	MRK	Merck & Co., Inc.	32,793	$4,213,900
3	JNJ	Johnson & Johnson	5,732	$1,455,756
4	LLY	ELI LILLY & Co This page	354	$424,597
5	GILD	Gilead Sciences, Inc.	886	$111,937
6	NVS	Novartis AG	641	$100,457
7	BMY	Bristol Myers Squibb Co	1,635	$94,208
8	PFE	Pfizer Inc	3,503	$84,352

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$424,597	354	-2.5%	Shares	Sole	2026-07-24
2026-03-31	$333,876	363	+6.1%	Shares	Sole	2026-05-01
2025-12-31	$367,540	342	-7.1%	Shares	Sole	2026-01-15
2025-09-30	$280,784	368	+16.8%	Shares	Sole	2025-10-24
2025-06-30	$245,551	315	-14.6%	Shares	Sole	2025-08-12
2025-03-31	$304,760	369	-0.8%	Shares	Sole	2025-04-28
2024-12-31	$287,184	372	-12.5%	Shares	Sole	2025-01-30
2024-09-30	$376,524	425	-11.6%	Shares	Sole	2024-10-29
2024-06-30	$435,487	481	-3.4%	Shares	Sole	2024-07-16
2024-03-31	$387,424	498	-11.2%	Shares	Sole	2024-04-30
2023-12-31	$327,018	561	+12.7%	Shares	Sole	2024-01-25
2023-09-30	$267,490	498	-0.6%	Shares	Sole	2023-10-20
2023-06-30	$234,958	501	-8.9%	Shares	Sole	2023-07-25
2022-12-31	$201,212	550	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.