Position in LLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$919,962
+$229,216 QoQ
Shares Held
767
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#3,213
of 4,601 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026JPL Wealth Management, LLC holds $16,081,195 across 15 Drug Manufacturers - General names. LLY ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
25,639 | $6,451,797 | |
| 2 | GILD |
Gilead Sciences, Inc.
|
32,959 | $4,164,039 | |
| 3 | AMGN |
Amgen Inc
|
9,650 | $3,494,457 | |
| 4 | LLY |
ELI LILLY & Co
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|
767 | $919,962 | |
| 5 | MRK |
Merck & Co., Inc.
|
3,122 | $401,176 | |
| 6 | PFE |
Pfizer Inc
|
11,838 | $285,058 | |
| 7 | JNJ |
Johnson & Johnson
|
799 | $202,921 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
1,119 | $64,476 |
All Filings in LLY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $919,962 | 767 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $690,746 | 751 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $839,324 | 781 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $608,111 | 797 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $653,245 | 838 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $758,185 | 918 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $694,028 | 899 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $708,912 | 783 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $441,103 | 567 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $323,520 | 555 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||