Position in LLY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,525,449
+$972,378 QoQ
Shares Held
3,773
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.98%
of 13F equity value
Holder Rank
#1,794
of 4,605 holders
Holding Since
Mar 2020
26 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, 2026EVERMAY WEALTH MANAGEMENT LLC holds $11,410,999 across 12 Drug Manufacturers - General names. LLY ranks #1 (39.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
3,773 | $4,525,449 | |
| 2 | MRK |
Merck & Co., Inc.
|
18,218 | $2,341,013 | |
| 3 | ABBV |
AbbVie Inc.
|
5,542 | $1,394,588 | |
| 4 | JNJ |
Johnson & Johnson
|
5,479 | $1,391,501 | |
| 5 | AMGN |
Amgen Inc
|
2,873 | $1,040,370 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
4,988 | $287,408 | |
| 7 | PFE |
Pfizer Inc
|
9,436 | $227,218 | |
| 8 | NVS |
Novartis AG
|
884 | $138,540 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,525,449 | 3,773 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,553,071 | 3,863 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,071,962 | 3,789 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,834,545 | 3,715 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,932,591 | 3,762 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,241,696 | 3,925 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,098,036 | 4,013 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,579,197 | 4,040 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,687,612 | 4,073 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $3,254,206 | 4,183 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,499,560 | 4,288 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,948,170 | 3,627 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,666,754 | 3,554 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,355,135 | 3,946 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,365,680 | 3,733 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,148,862 | 3,553 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,146,801 | 3,537 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $889,751 | 3,107 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $959,864 | 3,475 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $807,750 | 3,496 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $836,141 | 3,643 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $703,003 | 3,763 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $639,565 | 3,788 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $532,279 | 3,596 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $590,391 | 3,596 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $540,453 | 3,896 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||