Bluebird Wealth Management LLC

Position in LLY — ELI LILLY & Co

CIK 2104503 MEDFIELD, MA

Position in LLY

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,234,538

+$404,196 QoQ

Shares Held

1,863

-6.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.07%

of 13F equity value

Holder Rank

#2,390

of 4,605 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Bluebird Wealth Management LLC holds $3,707,538 across 4 Drug Manufacturers - General names. LLY ranks #1 (60.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co This page	1,863	$2,234,538
2	JNJ	Johnson & Johnson	4,072	$1,034,165
3	NVS	Novartis AG	1,423	$223,012
4	AMGN	Amgen Inc	596	$215,823

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,234,538	1,863	-6.4%	Shares	Sole	2026-08-05
2026-03-31	$1,830,342	1,990	-0.4%	Shares	Sole	2026-05-08
2025-12-31	$2,147,210	1,998	—	Shares	Sole	2026-02-03
No filing history on record for this holder in this stock.