Position in LLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,197,130
+$1,273,473 QoQ
Shares Held
4,333
+18.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,678
of 4,604 holders
Holding Since
Mar 2020
23 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, 2026IFG Advisory, LLC holds $39,371,083 across 16 Drug Manufacturers - General names. LLY ranks #3 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
42,985 | $10,816,745 | |
| 2 | JNJ |
Johnson & Johnson
|
39,578 | $10,051,624 | |
| 3 | LLY |
ELI LILLY & Co
This page
|
4,333 | $5,197,130 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
64,156 | $3,696,668 | |
| 5 | AMGN |
Amgen Inc
|
9,053 | $3,278,272 | |
| 6 | MRK |
Merck & Co., Inc.
|
20,458 | $2,628,853 | |
| 7 | PFE |
Pfizer Inc
|
39,164 | $943,069 | |
| 8 | GSK |
GSK plc
|
16,758 | $878,454 |
All Filings in LLY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,197,130 | 4,333 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $3,923,657 | 3,651 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,552,235 | 3,345 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,947,402 | 3,781 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,078,166 | 3,727 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,382,392 | 3,086 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,478,860 | 2,798 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,698,032 | 2,980 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,456,019 | 3,157 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,741,764 | 2,988 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,666,177 | 3,102 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $889,457 | 2,590 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $961,793 | 2,629 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,036,660 | 3,206 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $810,250 | 2,499 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $685,569 | 2,394 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $660,718 | 2,392 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $460,482 | 1,993 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $457,892 | 1,995 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $387,838 | 2,076 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $229,284 | 1,358 | Shares | Sole | 2021-02-08 | |
| 2020-06-30 | $216,225 | 1,317 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $207,802 | 1,498 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||