Position in LLY
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$5,463,433
-$617,107 QoQ
Shares Held
5,940
+5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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 Mar 31, 2026Gibbs Wealth Management holds $21,548,049 across 12 Drug Manufacturers - General names. LLY ranks #1 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
5,940 | $5,463,433 | |
| 2 | ABBV |
AbbVie Inc.
|
11,233 | $2,443,065 | |
| 3 | JNJ |
Johnson & Johnson
|
8,655 | $2,115,628 | |
| 4 | NVS |
Novartis AG
|
13,783 | $2,105,353 | |
| 5 | AZN |
Astrazeneca PLC
|
8,293 | $1,635,545 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
26,915 | $1,632,394 | |
| 7 | MRK |
Merck & Co., Inc.
|
12,506 | $1,504,346 | |
| 8 | NVO |
Novo Nordisk A S
|
39,273 | $1,443,282 |
All Filings in LLY
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,463,433 | 5,940 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $6,080,540 | 5,658 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $4,789,351 | 6,277 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $5,534,663 | 7,100 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,539,378 | 6,707 | Shares | Other | 2025-11-04 | |
| 2024-12-31 | $3,389,080 | 4,390 | Shares | Other | 2025-11-04 | |
| 2024-09-30 | $672,428 | 759 | Shares | Other | 2025-11-04 | |
| 2024-06-30 | $583,064 | 644 | Shares | Other | 2025-11-04 | |
| 2024-03-31 | $285,511 | 367 | Shares | Other | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||