Position in LLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,561,207
+$1,831,960 QoQ
Shares Held
6,304
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#1,421
of 4,605 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, 2026Meridian Wealth Advisors, LLC holds $18,785,727 across 8 Drug Manufacturers - General names. LLY ranks #1 (40.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
6,304 | $7,561,207 | |
| 2 | MRK |
Merck & Co., Inc.
|
25,697 | $3,302,064 | |
| 3 | AMGN |
Amgen Inc
|
8,375 | $3,032,755 | |
| 4 | JNJ |
Johnson & Johnson
|
11,076 | $2,812,971 | |
| 5 | PFE |
Pfizer Inc
|
42,564 | $1,024,941 | |
| 6 | NVS |
Novartis AG
|
2,601 | $407,628 | |
| 7 | ABBV |
AbbVie Inc.
|
1,502 | $377,963 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
2,107 | $266,198 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,561,207 | 6,304 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,729,247 | 6,229 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $6,850,010 | 6,374 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,919,824 | 6,448 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,973,401 | 6,380 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,289,127 | 6,404 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $5,298,236 | 6,863 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $6,105,898 | 6,892 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $6,247,122 | 6,900 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,533,629 | 7,113 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,178,953 | 7,169 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,849,610 | 7,167 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,382,752 | 7,213 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,476,058 | 7,210 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,600,390 | 7,108 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $2,332,970 | 7,215 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $2,267,988 | 6,995 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,540,670 | 5,380 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,161,505 | 4,205 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $971,103 | 4,203 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $965,820 | 4,208 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $699,640 | 3,745 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $655,436 | 3,882 | Shares | Sole | 2021-05-07 | |
| 2020-09-30 | $580,830 | 3,924 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $636,361 | 3,876 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $410,333 | 2,958 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||