Baron Wealth Management LLC

Position in LLY — ELI LILLY & Co

CIK 1968507 TROY, MI

Position in LLY

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$1,128,663

+$301,790 QoQ

Shares Held

941

+4.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#3,021

of 4,605 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Healthcare · as of Jun 30, 2026

Baron Wealth Management LLC holds $7,352,504 across 6 Drug Manufacturers - General names. LLY ranks #3 (15.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	11,563	$2,936,655
2	GILD	Gilead Sciences, Inc.	8,953	$1,131,122
3	LLY	ELI LILLY & Co This page	941	$1,128,663
4	ABBV	AbbVie Inc.	3,422	$861,112
5	AMGN	Amgen Inc	2,185	$791,232
6	MRK	Merck & Co., Inc.	3,920	$503,720

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,128,663	941	+4.7%	Shares	Sole	2026-07-07
2026-03-31	$826,873	899	+7.3%	Shares	Sole	2026-04-16
2025-12-31	$900,581	838	+25.4%	Shares	Sole	2026-01-14
2025-09-30	$509,684	668	+4.0%	Shares	Sole	2025-10-20
2025-06-30	$500,458	642	+2.4%	Shares	Sole	2025-07-09
2025-03-31	$517,845	627	+16.1%	Shares	Sole	2025-05-14
2024-12-31	$416,880	540	-1.8%	Shares	Sole	2025-01-23
2024-09-30	$487,267	550	+31.9%	Shares	Sole	2024-11-07
2024-06-30	$377,543	417	-6.3%	Shares	Sole	2024-08-13
2024-03-31	$346,192	445	+9.3%	Shares	Sole	2024-05-08
2023-12-31	$237,248	407	+2.8%	Shares	Sole	2024-01-04
2023-09-30	$212,703	396	—	Shares	Sole	2023-11-01
No filing history on record for this holder in this stock.