Position in LLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,186,335
+$1,773,989 QoQ
Shares Held
4,324
+16.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,683
of 4,621 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 21%
Shared 3%
None 76%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Regal Investment Advisors LLC holds $56,143,765 across 10 Drug Manufacturers - General names. LLY ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
69,318 | $17,443,181 | |
| 2 | JNJ |
Johnson & Johnson
|
65,349 | $16,596,685 | |
| 3 | PFE |
Pfizer Inc
|
378,806 | $9,121,648 | |
| 4 | LLY |
ELI LILLY & Co
This page
|
4,324 | $5,186,335 | |
| 5 | MRK |
Merck & Co., Inc.
|
26,367 | $3,388,159 | |
| 6 | AMGN |
Amgen Inc
|
4,280 | $1,549,873 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
16,352 | $942,202 | |
| 8 | NVS |
Novartis AG
|
5,361 | $840,175 |
All Filings in LLY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,186,335 | 4,324 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,412,346 | 3,710 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,638,866 | 3,386 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,098,250 | 2,750 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,949,604 | 2,501 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,970,621 | 2,386 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,499,736 | 3,238 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,064,692 | 4,588 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,819,337 | 5,323 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $4,128,633 | 5,307 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,802,679 | 4,808 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,827,853 | 3,403 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,526,529 | 3,255 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $955,394 | 2,782 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,182,394 | 3,232 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $1,132,695 | 3,503 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,027,809 | 3,170 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $723,943 | 2,528 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $695,798 | 2,519 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $550,592 | 2,383 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $538,453 | 2,346 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $333,459 | 1,975 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $677,899 | 4,129 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||