Position in LLY
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$250,680
-$74,948 QoQ
Shares Held
209
-31.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#4,286
of 4,605 holders
Holding Since
Dec 2025
2 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, 2026Barry Investment Advisors, LLC holds $7,415,474 across 8 Drug Manufacturers - General names. LLY ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFE |
Pfizer Inc
|
114,880 | $2,766,310 | |
| 2 | MRK |
Merck & Co., Inc.
|
19,781 | $2,541,858 | |
| 3 | AMGN |
Amgen Inc
|
1,360 | $492,483 | |
| 4 | GSK |
GSK plc
|
8,022 | $420,513 | |
| 5 | AZN |
Astrazeneca PLC
|
1,980 | $375,447 | |
| 6 | NVS |
Novartis AG
|
1,962 | $307,484 | |
| 7 | ABBV |
AbbVie Inc.
|
1,036 | $260,699 | |
| 8 | LLY |
ELI LILLY & Co
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|
209 | $250,680 |
All Filings in LLY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,680 | 209 | Shares | Other | 2026-07-09 | |
| 2025-12-31 | $325,628 | 303 | Shares | Other | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||