Position in LLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,039,455
+$1,201,676 QoQ
Shares Held
5,869
-7.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,468
of 4,605 holders
Holding Since
Jun 2020
25 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, 2026FIRST FOUNDATION ADVISORS holds $34,560,047 across 8 Drug Manufacturers - General names. LLY ranks #2 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
47,126 | $11,968,589 | |
| 2 | LLY |
ELI LILLY & Co
This page
|
5,869 | $7,039,455 | |
| 3 | AZN |
Astrazeneca PLC
|
18,550 | $3,517,450 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
24,720 | $3,123,124 | |
| 5 | PFE |
Pfizer Inc
|
121,118 | $2,916,521 | |
| 6 | ABBV |
AbbVie Inc.
|
10,123 | $2,547,351 | |
| 7 | MRK |
Merck & Co., Inc.
|
16,084 | $2,066,794 | |
| 8 | AMGN |
Amgen Inc
|
3,813 | $1,380,763 |
All Filings in LLY
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,039,455 | 5,869 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $5,837,779 | 6,347 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $6,800,574 | 6,328 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $4,535,272 | 5,944 | Shares | Defined | 2025-11-17 | |
| 2025-06-30 | $4,354,454 | 5,586 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,013,568 | 2,438 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $2,042,712 | 2,646 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,319,390 | 2,618 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,521,482 | 2,785 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,122,274 | 2,728 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,617,602 | 2,775 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,478,854 | 4,615 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $2,041,469 | 4,353 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,226,352 | 3,571 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,382,509 | 3,779 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,298,573 | 4,016 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,275,845 | 3,935 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,144,048 | 3,995 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,012,898 | 3,667 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $661,496 | 2,863 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $490,484 | 2,137 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $407,267 | 2,180 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $291,755 | 1,728 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $232,095 | 1,568 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $265,807 | 1,619 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||