Position in LLY
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$791,623
+$336,337 QoQ
Shares Held
660
+33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#3,339
of 4,601 holders
Holding Since
Mar 2023
7 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, 2026Buck Wealth Strategies, LLC holds $30,970,176 across 15 Drug Manufacturers - General names. LLY ranks #3 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
|
113,226 | $14,549,541 | |
| 2 | AMGN |
Amgen Inc
|
39,968 | $14,473,212 | |
| 3 | LLY |
ELI LILLY & Co
This page
|
660 | $791,623 | |
| 4 | JNJ |
Johnson & Johnson
|
1,994 | $506,416 | |
| 5 | ABBV |
AbbVie Inc.
|
1,587 | $399,352 | |
| 6 | PFE |
Pfizer Inc
|
3,426 | $82,498 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
1,107 | $63,785 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
429 | $54,199 |
All Filings in LLY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $791,623 | 660 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $455,286 | 495 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $553,460 | 515 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $247,212 | 324 | Shares | Sole | 2025-11-04 | |
| 2023-09-30 | $5,371 | 10 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $4,689 | 10 | Shares | Sole | 2023-11-06 | |
| 2023-03-31 | $3,434 | 10 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||