Position in LLY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$8,677,873
+$1,991,149 QoQ
Shares Held
7,235
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#1,342
of 4,605 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, 2026Advisor OS, LLC holds $35,713,549 across 10 Drug Manufacturers - General names. LLY ranks #2 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
47,366 | $12,029,541 | |
| 2 | LLY |
ELI LILLY & Co
This page
|
7,235 | $8,677,873 | |
| 3 | ABBV |
AbbVie Inc.
|
22,462 | $5,652,335 | |
| 4 | MRK |
Merck & Co., Inc.
|
36,859 | $4,736,381 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
9,281 | $1,172,559 | |
| 6 | AMGN |
Amgen Inc
|
2,773 | $1,004,156 | |
| 7 | PFE |
Pfizer Inc
|
39,006 | $939,262 | |
| 8 | NVS |
Novartis AG
|
4,102 | $642,863 |
All Filings in LLY
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,677,873 | 7,235 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $6,686,724 | 7,270 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,244,416 | 6,741 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,633,699 | 6,073 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,242,979 | 5,443 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,427,700 | 5,361 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,124,796 | 5,343 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,520,948 | 5,103 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,246,228 | 4,690 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,524,934 | 4,531 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,354,411 | 4,039 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,429,838 | 2,662 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,134,929 | 2,420 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $373,639 | 1,088 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $372,789 | 1,019 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $281,635 | 871 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $269,108 | 830 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $237,685 | 830 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $313,508 | 1,135 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $253,460 | 1,097 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $254,996 | 1,111 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $204,940 | 1,097 | Shares | Other | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||