Position in LLY
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,997
+$5,993 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#4,592
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, 2026Ball & Co Wealth Management Inc. holds $6,765,866 across 8 Drug Manufacturers - General names. LLY ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
14,353 | $5,197,508 | |
| 2 | GILD |
Gilead Sciences, Inc.
|
7,636 | $964,732 | |
| 3 | ABBV |
AbbVie Inc.
|
2,272 | $571,726 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
198 | $11,408 | |
| 5 | LLY |
ELI LILLY & Co
This page
|
5 | $5,997 | |
| 6 | JNJ |
Johnson & Johnson
|
23 | $5,841 | |
| 7 | PFE |
Pfizer Inc
|
194 | $4,671 | |
| 8 | MRK |
Merck & Co., Inc.
|
31 | $3,983 |
All Filings in LLY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,997 | 5 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $4 | 5 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5 | 5 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3 | 5 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3 | 5 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,129 | 5 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3 | 5 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||