Position in LLY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,704,714
+$852,298 QoQ
Shares Held
2,255
+12.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#2,223
of 4,605 holders
Holding Since
Dec 2025
3 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, 2026MCCARTER PRIVATE WEALTH SERVICES LLC holds $12,321,847 across 8 Drug Manufacturers - General names. LLY ranks #1 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
2,255 | $2,704,714 | |
| 2 | AZN |
Astrazeneca PLC
|
11,543 | $2,188,783 | |
| 3 | ABBV |
AbbVie Inc.
|
7,697 | $1,936,872 | |
| 4 | JNJ |
Johnson & Johnson
|
6,211 | $1,577,406 | |
| 5 | MRK |
Merck & Co., Inc.
|
10,538 | $1,354,132 | |
| 6 | NVO |
Novo Nordisk A S
|
26,067 | $1,249,651 | |
| 7 | PFE |
Pfizer Inc
|
28,698 | $691,047 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
10,747 | $619,242 |
All Filings in LLY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,704,714 | 2,255 | Shares | Other | 2026-08-05 | |
| 2026-03-31 | $1,852,416 | 2,014 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $608,268 | 566 | Shares | Other | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||