Position in LLY
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,067,817
+$505,128 QoQ
Shares Held
1,724
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#2,469
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, 2026Carolina Wealth Advisors, LLC holds $23,609,987 across 8 Drug Manufacturers - General names. LLY ranks #7 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
18,741 | $4,715,985 | |
| 2 | AMGN |
Amgen Inc
|
13,010 | $4,711,181 | |
| 3 | MRK |
Merck & Co., Inc.
|
32,171 | $4,133,973 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
56,312 | $3,244,697 | |
| 5 | NVO |
Novo Nordisk A S
|
52,148 | $2,499,975 | |
| 6 | JNJ |
Johnson & Johnson
|
8,728 | $2,216,650 | |
| 7 | LLY |
ELI LILLY & Co
This page
|
1,724 | $2,067,817 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
156 | $19,709 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,067,817 | 1,724 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,562,689 | 1,699 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,859,196 | 1,730 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,234,534 | 1,618 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,022,743 | 1,312 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $773,877 | 937 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $223,880 | 290 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $123,145 | 139 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $73,335 | 81 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $63,014 | 81 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $47,216 | 81 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $43,507 | 81 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $37,987 | 81 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $23,352 | 68 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $24,877 | 68 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $21,987 | 68 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $22,047 | 68 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $19,473 | 68 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $18,782 | 68 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $766,623 | 3,318 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $788,401 | 3,435 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $656,672 | 3,515 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $1,207,374 | 7,151 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,074,033 | 7,256 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $1,095,901 | 6,675 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $844,666 | 6,089 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||