Position in LLY
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$743,646
+$209,260 QoQ
Shares Held
620
+6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#3,393
of 4,605 holders
Holding Since
Jun 2023
13 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, 2026Acorn Wealth Advisors, LLC holds $4,229,876 across 7 Drug Manufacturers - General names. LLY ranks #3 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
3,833 | $973,467 | |
| 2 | MRK |
Merck & Co., Inc.
|
6,368 | $818,288 | |
| 3 | LLY |
ELI LILLY & Co
This page
|
620 | $743,646 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
8,764 | $504,981 | |
| 5 | ABBV |
AbbVie Inc.
|
1,979 | $497,995 | |
| 6 | PFE |
Pfizer Inc
|
14,918 | $359,225 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
2,630 | $332,274 |
All Filings in LLY
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $743,646 | 620 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $534,386 | 581 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $635,135 | 591 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $561,568 | 736 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $550,348 | 706 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $579,788 | 702 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $533,452 | 691 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $610,412 | 689 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $517,877 | 572 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $440,325 | 566 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $329,349 | 565 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $303,478 | 565 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $211,978 | 452 | Shares | Sole | 2023-08-02 | |
| No filing history on record for this holder in this stock. | ||||||