Position in LLY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$49,355,348
+$13,125,609 QoQ
Shares Held
41,149
+4.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#549
of 4,605 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Independent Advisor Alliance holds $142,543,101 across 14 Drug Manufacturers - General names. LLY ranks #1 (34.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
41,149 | $49,355,348 | |
| 2 | JNJ |
Johnson & Johnson
|
100,260 | $25,463,032 | |
| 3 | ABBV |
AbbVie Inc.
|
91,394 | $22,998,385 | |
| 4 | MRK |
Merck & Co., Inc.
|
102,748 | $13,203,117 | |
| 5 | AMGN |
Amgen Inc
|
30,517 | $11,050,815 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
97,475 | $5,616,509 | |
| 7 | PFE |
Pfizer Inc
|
223,046 | $5,370,947 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
38,289 | $4,837,431 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,355,348 | 41,149 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $36,229,739 | 39,390 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $47,061,316 | 43,791 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $33,550,636 | 43,972 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $33,644,514 | 43,160 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $36,461,448 | 44,147 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $33,943,296 | 43,968 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $35,068,162 | 39,583 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $36,140,958 | 39,918 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $25,520,199 | 32,804 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $18,810,244 | 32,269 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $17,040,448 | 31,725 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $14,129,429 | 30,128 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $9,744,885 | 28,376 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $10,629,480 | 29,055 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $9,354,514 | 28,930 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $11,757,552 | 36,263 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $10,465,677 | 36,546 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $9,110,287 | 32,982 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $7,430,798 | 32,161 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $7,278,997 | 31,714 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $6,489,005 | 34,734 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,990,741 | 29,559 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,368,366 | 29,512 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $5,234,386 | 31,882 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $4,900,561 | 35,327 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||