Position in LLY
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$32,794,817
+$14,781,122 QoQ
Shares Held
27,342
+39.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#684
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, 2026Gradient Investments LLC holds $135,016,826 across 9 Drug Manufacturers - General names. LLY ranks #2 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
152,831 | $38,814,489 | |
| 2 | LLY |
ELI LILLY & Co
This page
|
27,342 | $32,794,817 | |
| 3 | AZN |
Astrazeneca PLC
|
108,133 | $20,504,179 | |
| 4 | ABBV |
AbbVie Inc.
|
77,648 | $19,539,342 | |
| 5 | AMGN |
Amgen Inc
|
45,254 | $16,387,378 | |
| 6 | NVS |
Novartis AG
|
37,294 | $5,844,715 | |
| 7 | MRK |
Merck & Co., Inc.
|
3,723 | $478,405 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
5,854 | $337,307 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,794,817 | 27,342 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $18,013,695 | 19,585 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $21,997,626 | 20,469 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $637,105 | 835 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $521,505 | 669 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $553,359 | 670 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $287,184 | 372 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $334,885 | 378 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $464,459 | 513 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $311,961 | 401 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $523,462 | 898 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $361,488 | 673 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $319,844 | 682 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $195,062 | 568 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $175,237 | 479 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $162,645 | 503 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $376,431 | 1,161 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $6,637,770 | 23,179 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $7,920,332 | 28,674 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $6,932,424 | 30,004 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $6,410,723 | 27,931 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $4,858,254 | 26,005 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $14,010,343 | 82,980 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $12,431,163 | 83,983 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $9,601,246 | 58,480 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $10,338,940 | 74,531 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||