BAM Wealth Management, LLC

Position in LLY — ELI LILLY & Co

CIK 2093649 LAKEWOOD, CO

Position in LLY

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,815,936

+$372,818 QoQ

Shares Held

1,514

-3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.09%

of 13F equity value

Holder Rank

#2,574

of 4,605 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

BAM Wealth Management, LLC holds $3,006,487 across 5 Drug Manufacturers - General names. LLY ranks #1 (60.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co This page	1,514	$1,815,936
2	ABBV	AbbVie Inc.	1,349	$339,461
3	JNJ	Johnson & Johnson	1,233	$313,144
4	MRK	Merck & Co., Inc.	2,194	$281,928
5	AMGN	Amgen Inc	707	$256,018

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,815,936	1,514	-3.5%	Shares	Other	2026-07-14
2026-03-31	$1,443,118	1,569	+29.5%	Shares	Other	2026-04-17
2025-12-31	$1,302,511	1,212	-14.9%	Shares	Other	2026-01-20
2025-09-30	$1,086,512	1,424	—	Shares	Sole	2025-10-31
No filing history on record for this holder in this stock.