Position in LLY
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,080,686
+$393,618 QoQ
Shares Held
901
+20.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#3,073
of 4,605 holders
Holding Since
Sep 2021
20 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, 2026JFS WEALTH ADVISORS, LLC holds $17,102,053 across 16 Drug Manufacturers - General names. LLY ranks #4 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
30,534 | $7,754,719 | |
| 2 | ABBV |
AbbVie Inc.
|
10,506 | $2,643,729 | |
| 3 | MRK |
Merck & Co., Inc.
|
18,599 | $2,389,971 | |
| 4 | LLY |
ELI LILLY & Co
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|
901 | $1,080,686 | |
| 5 | PFE |
Pfizer Inc
|
40,840 | $983,427 | |
| 6 | NVS |
Novartis AG
|
4,893 | $766,830 | |
| 7 | AZN |
Astrazeneca PLC
|
2,497 | $473,481 | |
| 8 | AMGN |
Amgen Inc
|
1,004 | $363,568 |
All Filings in LLY
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,080,686 | 901 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $687,068 | 747 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $823,204 | 766 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $482,979 | 633 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $490,324 | 629 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $524,452 | 635 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $488,676 | 633 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $559,028 | 631 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $566,767 | 626 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $511,897 | 658 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $299,037 | 513 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $281,993 | 525 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $207,758 | 443 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $152,135 | 443 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $207,431 | 567 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $180,429 | 558 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $170,220 | 525 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $61,855 | 216 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $33,146 | 120 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $12,476 | 54 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||