Position in LLY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,997,051
+$472,993 QoQ
Shares Held
1,665
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#2,501
of 4,605 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026QTR Family Wealth, LLC holds $8,876,809 across 9 Drug Manufacturers - General names. LLY ranks #1 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
1,665 | $1,997,051 | |
| 2 | JNJ |
Johnson & Johnson
|
6,364 | $1,616,265 | |
| 3 | MRK |
Merck & Co., Inc.
|
12,019 | $1,544,441 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
21,847 | $1,258,824 | |
| 5 | ABBV |
AbbVie Inc.
|
3,621 | $911,188 | |
| 6 | BIIB |
Biogen Inc.
|
2,041 | $440,978 | |
| 7 | PFE |
Pfizer Inc
|
17,842 | $429,635 | |
| 8 | AMGN |
Amgen Inc
|
1,100 | $398,332 |
All Filings in LLY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,997,051 | 1,665 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,524,058 | 1,657 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,540,016 | 1,433 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $980,455 | 1,285 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $631,419 | 810 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $611,999 | 741 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||