Position in LLY
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,521,202
+$160,153 QoQ
Shares Held
2,102
-18.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.94%
of 13F equity value
Holder Rank
#2,289
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, 2026Jackson, Grant Investment Advisers, Inc. holds $16,628,871 across 11 Drug Manufacturers - General names. LLY ranks #3 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
30,346 | $7,636,267 | |
| 2 | JNJ |
Johnson & Johnson
|
13,554 | $3,442,309 | |
| 3 | LLY |
ELI LILLY & Co
This page
|
2,102 | $2,521,202 | |
| 4 | MRK |
Merck & Co., Inc.
|
12,533 | $1,610,490 | |
| 5 | AMGN |
Amgen Inc
|
2,382 | $862,569 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
3,529 | $203,340 | |
| 7 | PFE |
Pfizer Inc
|
6,680 | $160,854 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
1,035 | $130,761 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,521,202 | 2,102 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,361,049 | 2,567 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,960,743 | 2,755 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,144,793 | 2,811 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,172,550 | 2,787 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,306,766 | 2,793 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,153,880 | 2,790 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,479,746 | 2,799 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,531,442 | 2,796 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,335,435 | 3,002 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,747,594 | 2,998 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,608,167 | 2,994 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,628,298 | 3,472 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,273,057 | 3,707 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,395,679 | 3,815 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,231,963 | 3,810 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,233,695 | 3,805 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,088,206 | 3,800 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,047,978 | 3,794 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $874,293 | 3,784 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $866,897 | 3,777 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $703,190 | 3,764 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $633,656 | 3,753 | Shares | Sole | 2021-03-03 | |
| 2020-09-30 | $517,329 | 3,495 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $571,674 | 3,482 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $480,942 | 3,467 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||