Position in LLY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,192,233
+$154,733 QoQ
Shares Held
994
-11.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,970
of 4,605 holders
Holding Since
Dec 2022
15 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, 2026Beverly Hills Private Wealth, LLC holds $13,330,659 across 9 Drug Manufacturers - General names. LLY ranks #5 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
14,225 | $3,612,722 | |
| 2 | NVO |
Novo Nordisk A S
|
63,562 | $3,047,161 | |
| 3 | GSK |
GSK plc
|
33,201 | $1,740,395 | |
| 4 | ABBV |
AbbVie Inc.
|
6,164 | $1,551,108 | |
| 5 | LLY |
ELI LILLY & Co
This page
|
994 | $1,192,233 | |
| 6 | AMGN |
Amgen Inc
|
2,339 | $846,998 | |
| 7 | MRK |
Merck & Co., Inc.
|
5,600 | $719,600 | |
| 8 | NVS |
Novartis AG
|
2,596 | $406,845 |
All Filings in LLY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,192,233 | 994 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,037,500 | 1,128 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,383,113 | 1,287 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,001,819 | 1,313 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,072,632 | 1,376 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,214,911 | 1,471 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $1,142,560 | 1,480 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,524,700 | 1,721 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,671,329 | 1,846 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,478,121 | 1,900 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,164,088 | 1,997 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $961,461 | 1,790 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,340,344 | 2,858 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $585,531 | 1,705 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $339,499 | 928 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||