Position in LLY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,229,415
+$351,955 QoQ
Shares Held
1,025
+7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#2,944
of 4,605 holders
Holding Since
Jun 2021
21 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, 2026Physician Wealth Advisors, Inc. holds $3,911,594 across 15 Drug Manufacturers - General names. LLY ranks #1 (31.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
1,025 | $1,229,415 | |
| 2 | JNJ |
Johnson & Johnson
|
3,392 | $861,466 | |
| 3 | MRK |
Merck & Co., Inc.
|
4,682 | $601,637 | |
| 4 | ABBV |
AbbVie Inc.
|
1,376 | $346,256 | |
| 5 | NVS |
Novartis AG
|
1,603 | $251,222 | |
| 6 | PFE |
Pfizer Inc
|
10,105 | $243,328 | |
| 7 | AZN |
Astrazeneca PLC
|
492 | $93,293 | |
| 8 | AMGN |
Amgen Inc
|
235 | $85,098 |
All Filings in LLY
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,229,415 | 1,025 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $877,460 | 954 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $983,332 | 915 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $675,255 | 885 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $798,238 | 1,024 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,152,970 | 1,396 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,085,432 | 1,406 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,010,857 | 1,141 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,346,300 | 1,487 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $931,996 | 1,198 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $556,688 | 955 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $480,731 | 895 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $419,737 | 895 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $307,360 | 895 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $327,426 | 895 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $289,398 | 895 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $290,185 | 895 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $256,301 | 895 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $247,216 | 895 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $206,789 | 895 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $205,420 | 895 | Shares | Sole | 2021-07-23 | |
| No filing history on record for this holder in this stock. | ||||||