Position in LLY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,123,640
+$1,195,093 QoQ
Shares Held
3,438
+8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#1,861
of 4,605 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Legacy Financial Advisors, Inc. holds $18,531,940 across 8 Drug Manufacturers - General names. LLY ranks #1 (22.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
3,438 | $4,123,640 | |
| 2 | JNJ |
Johnson & Johnson
|
15,452 | $3,924,344 | |
| 3 | MRK |
Merck & Co., Inc.
|
28,939 | $3,718,661 | |
| 4 | ABBV |
AbbVie Inc.
|
9,983 | $2,512,122 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
26,235 | $1,511,660 | |
| 6 | AMGN |
Amgen Inc
|
3,407 | $1,233,742 | |
| 7 | PFE |
Pfizer Inc
|
34,409 | $828,568 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
5,376 | $679,203 |
All Filings in LLY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,123,640 | 3,438 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,928,547 | 3,184 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,384,167 | 3,149 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,295,104 | 3,008 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,466,432 | 3,164 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,506,636 | 3,035 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,280,488 | 2,954 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,671,995 | 3,016 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,669,060 | 2,948 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,259,195 | 2,904 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $1,425,005 | 2,653 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,234,355 | 2,632 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $934,102 | 2,720 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,106,300 | 3,024 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $582,353 | 1,801 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $569,023 | 1,755 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $461,628 | 1,612 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $422,892 | 1,531 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $319,542 | 1,383 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $356,903 | 1,555 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $262,855 | 1,407 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $242,285 | 1,435 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $213,740 | 1,444 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||