BARTLETT & CO. WEALTH MANAGEMENT LLC

Position in LLY — ELI LILLY & Co

CIK 2010186 CINCINNATI, OH

Position in LLY

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

Position Value

$30,550,684

+$7,134,260 QoQ

Shares Held

25,471

+0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#713

of 4,601 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 74% Shared 0% None 26%

Healthcare · as of Jun 30, 2026

BARTLETT & CO. WEALTH MANAGEMENT LLC holds $278,636,214 across 15 Drug Manufacturers - General names. LLY ranks #3 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMGN	Amgen Inc	326,887	$118,372,320
2	JNJ	Johnson & Johnson	232,434	$59,031,262
3	LLY	ELI LILLY & Co This page	25,471	$30,550,684
4	ABBV	AbbVie Inc.	116,898	$29,416,212
5	MRK	Merck & Co., Inc.	117,498	$15,098,493
6	NVS	Novartis AG	83,188	$13,037,223
7	BMY	Bristol Myers Squibb Co	129,968	$7,488,756
8	PFE	Pfizer Inc	103,650	$2,495,892

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,550,684	25,471	+0.0%	Shares	Sole	2026-07-24
2026-03-31	$23,416,424	25,459	-1.1%	Shares	Sole	2026-05-06
2025-12-31	$27,662,265	25,740	-1.2%	Shares	Sole	2026-01-22
2025-09-30	$19,871,572	26,044	-0.2%	Shares	Sole	2025-10-09
2025-06-30	$20,351,189	26,107	+0.9%	Shares	Sole	2025-07-18
2025-03-31	$21,371,247	25,876	-0.8%	Shares	Sole	2025-04-24
2024-12-31	$20,143,796	26,093	-0.6%	Shares	Sole	2025-01-17
2024-09-30	$23,256,810	26,251	+0.0%	Shares	Sole	2024-10-17
2024-06-30	$23,757,171	26,240	+0.2%	Shares	Sole	2024-07-12
2024-03-31	$20,370,882	26,185	+0.1%	Shares	Sole	2024-05-09
2023-12-31	$15,254,433	26,169	+2.0%	Shares	Sole	2024-02-14
2023-09-30	$13,784,904	25,664	+0.3%	Shares	Sole	2024-02-14
2023-06-30	$12,004,950	25,598	+14.6%	Shares	Sole	2024-02-14
2023-03-31	$7,673,033	22,343	+2.4%	Shares	Sole	2024-02-14
2022-12-31	$7,978,604	21,809	-0.7%	Shares	Sole	2024-02-14
2022-09-30	$7,102,059	21,964	-0.9%	Shares	Sole	2024-02-14
2022-06-30	$7,184,936	22,160	-0.8%	Shares	Sole	2024-02-14
2022-03-31	$6,394,069	22,328	+0.6%	Shares	Sole	2024-02-14
2021-12-31	$6,132,636	22,202	+6.8%	Shares	Sole	2024-02-14
2021-09-30	$4,803,760	20,791	+2.5%	Shares	Sole	2024-02-14
2021-06-30	$4,656,042	20,286	-0.5%	Shares	Sole	2024-02-14
2021-03-31	$3,808,512	20,386	-1.4%	Shares	Sole	2024-02-14
2020-12-31	$3,490,935	20,676	-0.1%	Shares	Sole	2024-02-13
2020-09-30	$3,065,050	20,707	+0.1%	Shares	Sole	2024-02-13
2020-06-30	$3,397,212	20,692	+6.0%	Shares	Sole	2024-02-13
2020-03-31	$2,707,398	19,517	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.