Foundations Investment Advisors, LLC
EndowmentPosition in LLY — ELI LILLY & Co
CIK 1743404
PHOENIX, AZ
Position in LLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$78,809,752
+$24,230,603 QoQ
Shares Held
65,706
+10.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
2.02%
of 13F equity value
Holder Rank
#427
of 4,604 holders
Holding Since
Mar 2021
22 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, 2026Foundations Investment Advisors, LLC holds $142,238,372 across 14 Drug Manufacturers - General names. LLY ranks #1 (55.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
65,706 | $78,809,752 | |
| 2 | AMGN |
Amgen Inc
|
48,477 | $17,554,489 | |
| 3 | GILD |
Gilead Sciences, Inc.
|
127,441 | $16,100,895 | |
| 4 | ABBV |
AbbVie Inc.
|
47,824 | $12,034,429 | |
| 5 | JNJ |
Johnson & Johnson
|
30,976 | $7,866,974 | |
| 6 | MRK |
Merck & Co., Inc.
|
26,833 | $3,448,040 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
41,842 | $2,410,935 | |
| 8 | PFE |
Pfizer Inc
|
47,599 | $1,146,183 |
All Filings in LLY
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,809,752 | 65,706 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $54,579,149 | 59,340 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $59,104,180 | 54,997 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $39,613,434 | 51,918 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $37,933,488 | 48,662 | Shares | Other | 2025-08-08 | |
| 2025-03-31 | $35,674,355 | 43,194 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $28,672,080 | 37,140 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $29,284,746 | 33,055 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $20,756,741 | 22,926 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $16,166,008 | 20,780 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $11,756,330 | 20,168 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,392,785 | 10,040 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $3,325,537 | 7,091 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,586,943 | 4,621 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,261,416 | 3,448 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,135,928 | 3,513 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,199,651 | 3,700 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $843,646 | 2,946 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $834,184 | 3,020 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $691,994 | 2,995 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $685,576 | 2,987 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $405,586 | 2,171 | Shares | Sole | 2021-04-09 | |
| No filing history on record for this holder in this stock. | ||||||