Position in LLY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,435,717
+$442,366 QoQ
Shares Held
1,197
+10.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#2,809
of 4,605 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Warren Street Wealth Advisors, LLC holds $18,220,871 across 7 Drug Manufacturers - General names. LLY ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
29,570 | $7,509,892 | |
| 2 | AMGN |
Amgen Inc
|
20,698 | $7,495,159 | |
| 3 | LLY |
ELI LILLY & Co
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|
1,197 | $1,435,717 | |
| 4 | ABBV |
AbbVie Inc.
|
3,541 | $891,057 | |
| 5 | MRK |
Merck & Co., Inc.
|
3,201 | $411,328 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
2,119 | $267,714 | |
| 7 | NVS |
Novartis AG
|
1,340 | $210,004 |
All Filings in LLY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,435,717 | 1,197 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $993,351 | 1,080 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,236,956 | 1,151 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,110,165 | 1,455 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,391,461 | 1,785 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,177,747 | 1,426 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $900,152 | 1,166 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $978,963 | 1,105 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $937,973 | 1,036 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $767,068 | 986 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $561,934 | 964 | Shares | Sole | 2024-03-19 | |
| 2023-09-30 | $448,503 | 835 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $329,223 | 702 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $229,061 | 667 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $210,358 | 575 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||