Position in LLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$925,960
+$171,749 QoQ
Shares Held
772
-5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#3,208
of 4,605 holders
Holding Since
Mar 2021
22 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, 2026American Trust Investment Advisors, LLC holds $2,141,011 across 6 Drug Manufacturers - General names. LLY ranks #1 (43.2% of the industry book) .
All Filings in LLY
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $925,960 | 772 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $754,211 | 820 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $947,867 | 882 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $669,151 | 877 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $727,301 | 933 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $784,614 | 950 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $731,856 | 948 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $879,738 | 993 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $899,042 | 993 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $772,514 | 993 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $578,839 | 993 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $616,625 | 1,148 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $538,389 | 1,148 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $389,094 | 1,133 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $414,496 | 1,133 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $366,355 | 1,133 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $371,243 | 1,145 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $327,893 | 1,145 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $309,366 | 1,120 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $258,776 | 1,120 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $257,062 | 1,120 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $209,238 | 1,120 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||