Walser Wealth Management Company, A Ltd Liability Co
Position in LLY — ELI LILLY & Co
CIK 2112280
TAMPA, FL
Position in LLY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,492,091
+$331,342 QoQ
Shares Held
1,244
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#2,770
of 4,605 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026Walser Wealth Management Company, A Ltd Liability Co holds $4,936,411 across 8 Drug Manufacturers - General names. LLY ranks #1 (30.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
1,244 | $1,492,091 | |
| 2 | BMY |
Bristol Myers Squibb Co
|
14,381 | $828,633 | |
| 3 | AMGN |
Amgen Inc
|
2,080 | $753,209 | |
| 4 | MRK |
Merck & Co., Inc.
|
4,678 | $601,123 | |
| 5 | ABBV |
AbbVie Inc.
|
2,033 | $511,584 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
2,179 | $275,294 | |
| 7 | JNJ |
Johnson & Johnson
|
1,019 | $258,795 | |
| 8 | NVO |
Novo Nordisk A S
|
4,499 | $215,682 |
All Filings in LLY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,492,091 | 1,244 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,160,749 | 1,262 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,331,528 | 1,239 | Shares | Sole | 2026-02-23 | |
| No filing history on record for this holder in this stock. | ||||||