Position in LLY
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$11,380,192
+$3,547,431 QoQ
Shares Held
9,488
+11.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#1,188
of 4,604 holders
Holding Since
Sep 2020
24 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, 2026YHB Investment Advisors, Inc. holds $47,554,904 across 9 Drug Manufacturers - General names. LLY ranks #2 (23.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
45,813 | $16,589,803 | |
| 2 | LLY |
ELI LILLY & Co
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|
9,488 | $11,380,192 | |
| 3 | ABBV |
AbbVie Inc.
|
37,440 | $9,421,401 | |
| 4 | JNJ |
Johnson & Johnson
|
24,249 | $6,158,518 | |
| 5 | MRK |
Merck & Co., Inc.
|
8,398 | $1,079,143 | |
| 6 | PFE |
Pfizer Inc
|
44,361 | $1,068,212 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
5,454 | $689,058 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
10,753 | $619,587 |
All Filings in LLY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,380,192 | 9,488 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $7,832,761 | 8,516 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $8,627,531 | 8,028 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $5,685,113 | 7,451 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $5,565,064 | 7,139 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $5,672,349 | 6,868 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,858,196 | 6,293 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $4,776,988 | 5,392 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $4,206,395 | 4,646 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $490,892 | 631 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $380,646 | 653 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $327,112 | 609 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $270,601 | 577 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $660,740 | 1,924 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $691,071 | 1,889 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $625,035 | 1,933 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $626,736 | 1,933 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $553,553 | 1,933 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $505,206 | 1,829 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $422,590 | 1,829 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $409,463 | 1,784 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $336,276 | 1,800 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $303,912 | 1,800 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $261,699 | 1,768 | Shares | Sole | 2020-11-02 | |
| No filing history on record for this holder in this stock. | ||||||