Position in LLY
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$7,705,138
+$2,122,135 QoQ
Shares Held
6,424
+5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#1,409
of 4,621 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, 2026Avior Wealth Management, LLC holds $30,767,166 across 13 Drug Manufacturers - General names. LLY ranks #2 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
39,538 | $9,949,342 | |
| 2 | LLY |
ELI LILLY & Co
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|
6,424 | $7,705,138 | |
| 3 | JNJ |
Johnson & Johnson
|
24,324 | $6,177,566 | |
| 4 | NVS |
Novartis AG
|
8,335 | $1,306,261 | |
| 5 | NVO |
Novo Nordisk A S
|
25,680 | $1,231,099 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
7,098 | $896,761 | |
| 7 | MRK |
Merck & Co., Inc.
|
6,362 | $817,517 | |
| 8 | AMGN |
Amgen Inc
|
2,063 | $747,053 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,705,138 | 6,424 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $5,583,003 | 6,070 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $5,862,379 | 5,455 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $4,721,444 | 6,188 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,239,084 | 5,438 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,491,298 | 5,438 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $4,055,316 | 5,253 | Shares | Other | 2025-01-17 | |
| 2024-09-30 | $4,287,063 | 4,839 | Shares | Other | 2024-11-08 | |
| 2024-06-30 | $4,439,078 | 4,903 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $5,068,409 | 6,515 | Shares | Other | 2024-04-30 | |
| 2023-12-31 | $2,876,709 | 4,935 | Shares | Other | 2024-01-30 | |
| 2023-09-30 | $2,612,062 | 4,863 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $2,424,626 | 5,170 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $1,898,425 | 5,528 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $1,855,174 | 5,071 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $1,655,551 | 5,120 | Shares | Other | 2022-10-26 | |
| 2022-06-30 | $1,692,156 | 5,219 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $1,634,312 | 5,707 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $1,576,663 | 5,708 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $1,633,753 | 7,071 | Shares | Other | 2021-11-02 | |
| 2021-06-30 | $1,049,823 | 4,574 | Shares | Other | 2021-07-27 | |
| 2021-03-31 | $860,492 | 4,606 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $675,865 | 4,003 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $607,325 | 4,103 | Shares | Other | 2020-10-20 | |
| 2020-06-30 | $778,869 | 4,744 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $675,982 | 4,873 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||