Position in LLY
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$5,128,763
+$1,323,675 QoQ
Shares Held
4,276
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#1,689
of 4,605 holders
Holding Since
Dec 2022
14 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, 2026Apella Capital, LLC holds $29,919,337 across 10 Drug Manufacturers - General names. LLY ranks #3 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
42,479 | $10,788,391 | |
| 2 | ABBV |
AbbVie Inc.
|
20,565 | $5,174,976 | |
| 3 | LLY |
ELI LILLY & Co
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|
4,276 | $5,128,763 | |
| 4 | MRK |
Merck & Co., Inc.
|
37,663 | $4,839,695 | |
| 5 | PFE |
Pfizer Inc
|
46,600 | $1,122,128 | |
| 6 | AMGN |
Amgen Inc
|
2,984 | $1,080,566 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
12,792 | $737,075 | |
| 8 | NVS |
Novartis AG
|
2,960 | $463,891 |
All Filings in LLY
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,128,763 | 4,276 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $3,805,088 | 4,137 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,411,034 | 3,174 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,595,433 | 2,091 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,427,319 | 1,831 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,444,516 | 1,749 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,233,656 | 1,598 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,421,047 | 1,604 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $1,437,743 | 1,588 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,252,515 | 1,610 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $935,003 | 1,604 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $867,464 | 1,615 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $380,342 | 811 | Shares | Sole | 2023-07-06 | |
| 2022-12-31 | $340,962 | 932 | Shares | Sole | 2023-01-10 | |
| No filing history on record for this holder in this stock. | ||||||