Position in LLY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,730,876
+$3,104,014 QoQ
Shares Held
4,778
+67.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.97%
of 13F equity value
Holder Rank
#1,605
of 4,605 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $15,875,041 across 8 Drug Manufacturers - General names. LLY ranks #1 (36.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
4,778 | $5,730,876 | |
| 2 | JNJ |
Johnson & Johnson
|
12,601 | $3,200,275 | |
| 3 | MRK |
Merck & Co., Inc.
|
15,057 | $1,934,824 | |
| 4 | ABBV |
AbbVie Inc.
|
7,424 | $1,868,174 | |
| 5 | AMGN |
Amgen Inc
|
4,043 | $1,464,050 | |
| 6 | PFE |
Pfizer Inc
|
28,570 | $687,965 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
4,880 | $616,538 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
6,462 | $372,339 |
All Filings in LLY
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,730,876 | 4,778 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $2,626,862 | 2,856 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $2,812,436 | 2,617 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,876,217 | 2,459 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $2,298,833 | 2,949 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $2,320,807 | 2,810 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $1,956,248 | 2,534 | Shares | Other | 2025-01-15 | |
| 2024-09-30 | $2,222,823 | 2,509 | Shares | Other | 2024-10-18 | |
| 2024-06-30 | $1,962,863 | 2,168 | Shares | Other | 2024-07-23 | |
| 2024-03-31 | $1,306,194 | 1,679 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $733,895 | 1,259 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $392,103 | 730 | Shares | Sole | 2023-12-20 | |
| 2023-06-30 | $211,978 | 452 | Shares | Sole | 2023-12-20 | |
| No filing history on record for this holder in this stock. | ||||||