Position in LLY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$50,891,819
+$11,836,546 QoQ
Shares Held
42,430
-0.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
3.24%
of 13F equity value
Holder Rank
#542
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, 2026Forvis Mazars Wealth Advisors, LLC holds $83,206,945 across 10 Drug Manufacturers - General names. LLY ranks #1 (61.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
42,430 | $50,891,819 | |
| 2 | JNJ |
Johnson & Johnson
|
56,938 | $14,460,543 | |
| 3 | ABBV |
AbbVie Inc.
|
28,316 | $7,125,438 | |
| 4 | MRK |
Merck & Co., Inc.
|
49,526 | $6,364,091 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
25,031 | $1,442,286 | |
| 6 | PFE |
Pfizer Inc
|
44,567 | $1,073,173 | |
| 7 | AMGN |
Amgen Inc
|
2,240 | $811,148 | |
| 8 | AZN |
Astrazeneca PLC
|
2,202 | $417,543 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,891,819 | 42,430 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $39,055,273 | 42,462 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $46,342,355 | 43,122 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $33,150,824 | 43,448 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $33,916,570 | 43,509 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $35,966,728 | 43,548 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $38,652,496 | 50,068 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $45,697,671 | 51,581 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $39,937,217 | 44,111 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $48,092,709 | 61,819 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $25,996,483 | 44,597 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $23,830,309 | 44,366 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $23,903,910 | 50,970 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $17,454,664 | 50,826 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $21,097,992 | 57,670 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $20,991,882 | 64,920 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $20,624,918 | 63,612 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $12,902,113 | 45,054 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $12,535,416 | 45,382 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $11,288,871 | 48,859 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $9,371,760 | 40,832 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $8,002,995 | 42,838 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $9,842,696 | 58,296 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $8,384,888 | 56,647 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $5,738,091 | 34,950 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $4,829,398 | 34,814 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||