CBIZ Investment Advisory Services, LLC
Position in LLY — ELI LILLY & Co
CIK 1795934
INDEPENDENCE, OH
Position in LLY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$486,968
+$113,542 QoQ
Shares Held
406
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#3,779
of 4,605 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026CBIZ Investment Advisory Services, LLC holds $777,524 across 8 Drug Manufacturers - General names. LLY ranks #1 (62.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
406 | $486,968 | |
| 2 | ABBV |
AbbVie Inc.
|
502 | $126,323 | |
| 3 | GILD |
Gilead Sciences, Inc.
|
615 | $77,699 | |
| 4 | JNJ |
Johnson & Johnson
|
163 | $41,397 | |
| 5 | NVS |
Novartis AG
|
167 | $26,172 | |
| 6 | MRK |
Merck & Co., Inc.
|
57 | $7,324 | |
| 7 | PFE |
Pfizer Inc
|
303 | $7,296 | |
| 8 | AMGN |
Amgen Inc
|
12 | $4,345 |
All Filings in LLY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $486,968 | 406 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $373,426 | 406 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $624,389 | 581 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $397,523 | 521 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $410,032 | 526 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $452,598 | 548 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $370,560 | 480 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $458,030 | 517 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $468,081 | 517 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $480,001 | 617 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $303,118 | 520 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $212,166 | 395 | Shares | Sole | 2023-11-03 | |
| 2021-09-30 | $108,593 | 470 | Principal | Sole | 2021-11-12 | |
| 2021-06-30 | $107,874 | 470 | Principal | Sole | 2021-08-16 | |
| 2021-03-31 | $87,805 | 470 | Principal | Sole | 2021-05-17 | |
| 2020-12-31 | $79,354 | 470 | Principal | Sole | 2021-02-16 | |
| 2020-09-30 | $69,569 | 470 | Principal | Sole | 2020-11-13 | |
| 2020-06-30 | $77,164 | 470 | Principal | Sole | 2020-08-14 | |
| 2020-03-31 | $66,863 | 482 | Principal | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||