CapWealth Advisors, LLC

Position in LLY — ELI LILLY & Co

CIK 1531809 FRANKLIN, TN

Position in LLY

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$11,065,942

+$2,866,193 QoQ

Shares Held

9,226

+3.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.96%

of 13F equity value

Holder Rank

#1,201

of 4,605 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Healthcare · as of Jun 30, 2026

CapWealth Advisors, LLC holds $131,948,097 across 6 Drug Manufacturers - General names. LLY ranks #5 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRK	Merck & Co., Inc.	273,326	$35,122,391
2	JNJ	Johnson & Johnson	137,077	$34,813,445
3	GILD	Gilead Sciences, Inc.	233,781	$29,535,891
4	AMGN	Amgen Inc	58,570	$21,209,368
5	LLY	ELI LILLY & Co This page	9,226	$11,065,942
6	ABBV	AbbVie Inc.	799	$201,060

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,065,942	9,226	+3.5%	Shares	Sole	2026-07-28
2026-03-31	$8,199,749	8,915	+2239.9%	Shares	Sole	2026-05-05
2025-12-31	$409,453	381	+0.8%	Shares	Sole	2026-02-06
2025-09-30	$288,414	378	-3.8%	Shares	Sole	2026-02-06
2025-06-30	$306,355	393	-14.9%	Shares	Sole	2025-07-29
2025-03-31	$381,570	462	+4.3%	Shares	Sole	2025-04-30
2024-12-31	$341,996	443	0.0%	Shares	Sole	2025-01-30
2024-09-30	$392,471	443	+1.1%	Shares	Sole	2024-10-31
2024-06-30	$396,556	438	+3.5%	Shares	Sole	2024-08-05
2024-03-31	$329,077	423	0.0%	Shares	Sole	2024-05-03
2023-12-31	$246,575	423	0.0%	Shares	Sole	2024-01-31
2023-09-30	$227,205	423	—	Shares	Sole	2023-11-01
No filing history on record for this holder in this stock.