Position in LLY
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,849,295
+$1,265,872 QoQ
Shares Held
4,043
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#1,738
of 4,605 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026LAUREL OAK WEALTH MANAGEMENT, LLC holds $15,316,010 across 11 Drug Manufacturers - General names. LLY ranks #1 (31.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
4,043 | $4,849,295 | |
| 2 | JNJ |
Johnson & Johnson
|
18,396 | $4,672,032 | |
| 3 | MRK |
Merck & Co., Inc.
|
11,626 | $1,493,941 | |
| 4 | ABBV |
AbbVie Inc.
|
3,889 | $978,627 | |
| 5 | AMGN |
Amgen Inc
|
2,554 | $924,854 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
11,961 | $689,192 | |
| 7 | PFE |
Pfizer Inc
|
22,641 | $545,195 | |
| 8 | NVO |
Novo Nordisk A S
|
6,843 | $328,053 |
All Filings in LLY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,849,295 | 4,043 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,583,423 | 3,896 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,075,186 | 3,792 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||