Position in LLY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$53,158,741
+$20,646,712 QoQ
Shares Held
44,320
+25.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#533
of 4,605 holders
Holding Since
Mar 2020
26 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, 2026Crestwood Advisors Group, LLC holds $223,873,417 across 13 Drug Manufacturers - General names. LLY ranks #2 (23.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
268,723 | $68,247,580 | |
| 2 | LLY |
ELI LILLY & Co
This page
|
44,320 | $53,158,741 | |
| 3 | AZN |
Astrazeneca PLC
|
224,312 | $42,534,041 | |
| 4 | ABBV |
AbbVie Inc.
|
122,966 | $30,943,164 | |
| 5 | MRK |
Merck & Co., Inc.
|
114,219 | $14,677,141 | |
| 6 | AMGN |
Amgen Inc
|
14,249 | $5,159,847 | |
| 7 | PFE |
Pfizer Inc
|
137,811 | $3,318,488 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
20,797 | $2,627,492 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,158,741 | 44,320 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $32,512,029 | 35,348 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $21,961,087 | 20,435 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $28,375,970 | 37,190 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $28,730,357 | 36,856 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $30,514,070 | 36,946 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $27,830,600 | 36,050 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $31,615,654 | 35,686 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $32,182,637 | 35,546 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $28,543,352 | 36,690 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $19,776,726 | 33,927 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $17,256,375 | 32,127 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $13,741,114 | 29,300 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $10,057,054 | 29,285 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $10,723,502 | 29,312 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $9,471,891 | 29,293 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $9,479,188 | 29,236 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $8,410,114 | 29,368 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $8,491,002 | 30,740 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $7,243,417 | 31,350 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $7,198,894 | 31,365 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,891,789 | 36,890 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $6,291,991 | 37,266 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $459,898 | 3,107 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $512,405 | 3,121 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $420,599 | 3,032 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||