Position in LLY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$60,920,254
+$14,206,976 QoQ
Shares Held
50,791
+0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.39%
of 13F equity value
Holder Rank
#496
of 4,604 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Choate Investment Advisors holds $157,042,184 across 12 Drug Manufacturers - General names. LLY ranks #1 (38.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
50,791 | $60,920,254 | |
| 2 | JNJ |
Johnson & Johnson
|
184,823 | $46,939,497 | |
| 3 | ABBV |
AbbVie Inc.
|
71,634 | $18,025,979 | |
| 4 | MRK |
Merck & Co., Inc.
|
94,736 | $12,173,576 | |
| 5 | NVS |
Novartis AG
|
29,237 | $4,582,022 | |
| 6 | AMGN |
Amgen Inc
|
12,190 | $4,414,242 | |
| 7 | PFE |
Pfizer Inc
|
142,810 | $3,438,864 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
42,788 | $2,465,444 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,920,254 | 50,791 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $46,713,278 | 50,788 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $51,783,460 | 48,185 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $33,617,017 | 44,059 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $29,978,385 | 38,457 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $25,846,027 | 31,294 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $14,274,280 | 18,490 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $16,345,593 | 18,450 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $16,528,617 | 18,256 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $15,262,019 | 19,618 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $11,427,563 | 19,604 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,753,743 | 18,159 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $7,762,556 | 16,552 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $5,614,917 | 16,350 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,162,940 | 16,846 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,830,525 | 14,939 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,953,261 | 15,277 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $6,176,141 | 21,567 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $4,082,255 | 14,779 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $3,433,171 | 14,859 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $3,814,392 | 16,619 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $3,264,119 | 17,472 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,876,020 | 17,034 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,518,264 | 17,013 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $2,864,776 | 17,449 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,596,699 | 18,719 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||