Position in LLY
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$18,895,821
+$9,907,829 QoQ
Shares Held
15,754
+61.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#913
of 4,621 holders
Holding Since
Jun 2023
13 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, 2026Foster Victor Wealth Advisors, LLC holds $146,000,046 across 9 Drug Manufacturers - General names. LLY ranks #6 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
93,625 | $23,559,795 | |
| 2 | AMGN |
Amgen Inc
|
64,695 | $23,427,353 | |
| 3 | GSK |
GSK plc
|
414,286 | $21,716,872 | |
| 4 | JNJ |
Johnson & Johnson
|
85,335 | $21,672,529 | |
| 5 | PFE |
Pfizer Inc
|
819,225 | $19,726,938 | |
| 6 | LLY |
ELI LILLY & Co
This page
|
15,754 | $18,895,821 | |
| 7 | MRK |
Merck & Co., Inc.
|
122,130 | $15,693,705 | |
| 8 | AZN |
Astrazeneca PLC
|
3,899 | $739,328 |
All Filings in LLY
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,895,821 | 15,754 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $8,987,992 | 9,772 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,492,183 | 2,319 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $909,496 | 1,192 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $518,387 | 665 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $537,667 | 651 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $572,824 | 742 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $675,086 | 762 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $698,047 | 771 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $463,664 | 596 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $250,655 | 430 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $233,114 | 434 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $202,130 | 431 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||