Position in LLY
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$509,757
+$111,497 QoQ
Shares Held
425
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#3,741
of 4,605 holders
Holding Since
Dec 2024
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, 2026Meriwether Wealth & Planning, LLC holds $2,667,532 across 5 Drug Manufacturers - General names. LLY ranks #3 (19.1% of the industry book) .
All Filings in LLY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $509,757 | 425 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $398,260 | 433 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $463,187 | 431 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $335,720 | 440 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $393,662 | 505 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $414,606 | 502 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $370,560 | 480 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||