Position in LLY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$10,489,016
+$2,408,837 QoQ
Shares Held
8,745
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.57%
of 13F equity value
Holder Rank
#1,237
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, 2026WealthTrust Axiom LLC holds $55,432,985 across 12 Drug Manufacturers - General names. LLY ranks #1 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
8,745 | $10,489,016 | |
| 2 | BMY |
Bristol Myers Squibb Co
|
119,517 | $6,886,569 | |
| 3 | PFE |
Pfizer Inc
|
281,791 | $6,785,527 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
42,122 | $5,321,693 | |
| 5 | JNJ |
Johnson & Johnson
|
20,387 | $5,177,686 | |
| 6 | MRK |
Merck & Co., Inc.
|
40,221 | $5,168,398 | |
| 7 | NVS |
Novartis AG
|
32,676 | $5,120,982 | |
| 8 | NVO |
Novo Nordisk A S
|
81,667 | $3,915,115 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,489,016 | 8,745 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,080,179 | 8,785 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $9,700,062 | 9,026 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,577,353 | 9,931 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,665,118 | 9,833 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,424,282 | 10,200 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,139,968 | 10,544 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,214,661 | 10,401 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,860,493 | 10,891 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,598,791 | 11,053 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $6,887,199 | 11,815 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $6,524,518 | 12,147 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $5,837,394 | 12,447 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,271,114 | 12,437 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $4,354,227 | 11,902 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,881,170 | 12,003 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,891,732 | 12,003 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $3,437,299 | 12,003 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,343,090 | 12,103 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,794,780 | 12,096 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $2,806,111 | 12,226 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $2,097,241 | 11,226 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,895,397 | 11,226 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,668,777 | 11,274 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $1,858,845 | 11,322 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $2,416,641 | 17,421 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||