Position in LLY
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$615,307
-$3,219,214 QoQ
Shares Held
513
-87.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#3,573
of 4,604 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Western Financial Corp/CA holds $8,064,519 across 7 Drug Manufacturers - General names. LLY ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
18,819 | $4,779,461 | |
| 2 | MRK |
Merck & Co., Inc.
|
5,469 | $702,766 | |
| 3 | AMGN |
Amgen Inc
|
1,902 | $688,752 | |
| 4 | LLY |
ELI LILLY & Co
This page
|
513 | $615,307 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
4,860 | $614,012 | |
| 6 | PFE |
Pfizer Inc
|
14,678 | $353,446 | |
| 7 | ABBV |
AbbVie Inc.
|
1,235 | $310,775 |
All Filings in LLY
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $615,307 | 513 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,834,521 | 4,169 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,380,943 | 3,146 | Shares | Sole | 2026-01-21 | |
| 2025-06-30 | $242,433 | 311 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,142,233 | 1,383 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,774,828 | 2,299 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,463,139 | 3,909 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,508,347 | 3,875 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $3,082,277 | 3,962 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,566,888 | 2,688 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,493,221 | 2,780 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,465,562 | 3,125 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,276,492 | 3,717 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,275,318 | 3,486 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||