Position in LLY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,072,065
+$702,028 QoQ
Shares Held
3,395
-7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,868
of 4,605 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $73,144,237 across 11 Drug Manufacturers - General names. LLY ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
70,456 | $25,513,525 | |
| 2 | PFE |
Pfizer Inc
|
1,014,187 | $24,421,622 | |
| 3 | ABBV |
AbbVie Inc.
|
27,537 | $6,929,410 | |
| 4 | MRK |
Merck & Co., Inc.
|
50,079 | $6,435,151 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
37,151 | $4,693,657 | |
| 6 | LLY |
ELI LILLY & Co
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|
3,395 | $4,072,065 | |
| 7 | JNJ |
Johnson & Johnson
|
2,924 | $742,608 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
2,000 | $115,240 |
All Filings in LLY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,072,065 | 3,395 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,370,037 | 3,664 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,133,219 | 3,846 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,793,343 | 3,661 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,135,912 | 2,740 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,358,798 | 2,856 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,027,272 | 2,626 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,002,224 | 2,260 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,618,819 | 1,788 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,352,872 | 1,739 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $703,584 | 1,207 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $687,526 | 1,280 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $592,321 | 1,263 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $435,799 | 1,269 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $483,274 | 1,321 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $253,829 | 785 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $254,520 | 785 | Shares | Sole | 2022-11-16 | |
| 2022-03-31 | $224,800 | 785 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $237,549 | 860 | Shares | Sole | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||