Position in LLY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$7,538,418
+$2,072,225 QoQ
Shares Held
6,285
+5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.14%
of 13F equity value
Holder Rank
#1,424
of 4,605 holders
Holding Since
Mar 2020
26 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, 2026Wealth Alliance Advisory Group, LLC holds $19,374,550 across 10 Drug Manufacturers - General names. LLY ranks #1 (38.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
6,285 | $7,538,418 | |
| 2 | JNJ |
Johnson & Johnson
|
14,937 | $3,793,549 | |
| 3 | ABBV |
AbbVie Inc.
|
11,481 | $2,889,078 | |
| 4 | AMGN |
Amgen Inc
|
5,753 | $2,083,276 | |
| 5 | MRK |
Merck & Co., Inc.
|
8,319 | $1,068,991 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
15,689 | $904,000 | |
| 7 | NVS |
Novartis AG
|
2,100 | $329,112 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
2,345 | $296,267 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,538,418 | 6,285 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $5,466,193 | 5,943 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $6,561,996 | 6,106 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,923,346 | 5,142 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,789,295 | 4,861 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $3,840,481 | 4,650 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $3,537,304 | 4,582 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,010,650 | 4,527 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $3,965,564 | 4,380 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,268,987 | 4,202 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,160,301 | 3,706 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,742,986 | 3,245 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,512,460 | 3,225 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $644,942 | 1,878 | Shares | Defined | 2023-05-02 | |
| 2022-12-31 | $650,463 | 1,778 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $542,581 | 1,678 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $544,057 | 1,678 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $479,669 | 1,675 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $443,056 | 1,604 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $370,604 | 1,604 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $368,150 | 1,604 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $299,659 | 1,604 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $270,819 | 1,604 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $237,424 | 1,604 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $263,344 | 1,604 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $222,506 | 1,604 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||