Position in LLY
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,639,945
+$704,749 QoQ
Shares Held
2,201
+4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
#2,244
of 4,604 holders
Holding Since
Mar 2020
26 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, 2026HHM Wealth Advisors, LLC holds $8,047,120 across 11 Drug Manufacturers - General names. LLY ranks #1 (32.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
2,201 | $2,639,945 | |
| 2 | ABBV |
AbbVie Inc.
|
9,421 | $2,370,700 | |
| 3 | JNJ |
Johnson & Johnson
|
5,167 | $1,312,262 | |
| 4 | MRK |
Merck & Co., Inc.
|
5,402 | $694,157 | |
| 5 | AMGN |
Amgen Inc
|
1,352 | $489,586 | |
| 6 | NVS |
Novartis AG
|
1,449 | $227,087 | |
| 7 | PFE |
Pfizer Inc
|
6,101 | $146,912 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
1,183 | $68,164 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,639,945 | 2,201 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,935,196 | 2,104 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,071,983 | 1,928 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,485,561 | 1,947 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,004,171 | 2,571 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,165,536 | 2,622 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,957,792 | 2,536 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,189,157 | 2,471 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,720,666 | 3,005 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,279,422 | 2,930 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,707,955 | 2,930 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,575,939 | 2,934 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,377,863 | 2,938 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,027,169 | 2,991 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,058,009 | 2,892 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $935,128 | 2,892 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $937,673 | 2,892 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $499,715 | 1,745 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $482,003 | 1,745 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $403,182 | 1,745 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $402,119 | 1,752 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $327,308 | 1,752 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $295,807 | 1,752 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $259,331 | 1,752 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $286,494 | 1,745 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $242,066 | 1,745 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||