IBEX WEALTH ADVISORS

Position in LLY — ELI LILLY & Co

CIK 1686242 BEDMINSTER, NJ

Position in LLY

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$14,642,642

+$7,198,944 QoQ

Shares Held

12,208

+50.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.25%

of 13F equity value

Holder Rank

#1,046

of 4,605 holders

Holding Since

Sep 2021

16 quarters on record

Voting authority Sole 13% Shared 0% None 87%

Healthcare · as of Jun 30, 2026

IBEX WEALTH ADVISORS holds $67,705,763 across 7 Drug Manufacturers - General names. LLY ranks #2 (21.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	63,424	$15,960,015
2	LLY	ELI LILLY & Co This page	12,208	$14,642,642
3	MRK	Merck & Co., Inc.	103,751	$13,332,003
4	AMGN	Amgen Inc	31,655	$11,462,908
5	PFE	Pfizer Inc	389,557	$9,380,532
6	GILD	Gilead Sciences, Inc.	15,711	$1,984,927
7	JNJ	Johnson & Johnson	3,712	$942,736

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,642,642	12,208	+50.8%	Shares	Sole	2026-07-27
2026-03-31	$7,443,698	8,093	+12.9%	Shares	Sole	2026-04-30
2025-12-31	$7,702,232	7,167	+7.1%	Shares	Sole	2026-02-17
2025-09-30	$5,103,707	6,689	-46.9%	Shares	Sole	2025-11-12
2025-06-30	$9,811,164	12,586	+2.0%	Shares	Sole	2025-08-07
2025-03-31	$10,195,858	12,345	+6.1%	Shares	Sole	2025-04-15
2024-12-31	$8,982,220	11,635	-1.3%	Shares	Sole	2025-01-23
2024-06-30	$10,676,240	11,792	+84.7%	Shares	Sole	2024-08-06
2024-03-31	$2,336	6,384	+63740.0%	Shares	Sole	2024-04-18
2023-12-31	$5,829	10	-99.9%	Shares	Sole	2024-01-29
2023-09-30	$4,816,981	8,968	+40.5%	Shares	Sole	2023-11-07
2022-12-31	$2,335,522	6,384	+2.7%	Shares	Sole	2023-02-06
2022-09-30	$2,010,590	6,218	-0.7%	Shares	Sole	2022-10-31
2022-06-30	$2,030,976	6,264	-1.8%	Shares	Sole	2022-08-16
2022-03-31	$1,826,754	6,379	+16686.8%	Shares	Sole	2022-05-16
2021-09-30	$8,779	38	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.