Position in LLY
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$845,598
+$148,413 QoQ
Shares Held
705
-7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#3,288
of 4,605 holders
Holding Since
Mar 2020
25 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, 2026CWS Financial Advisors, LLC holds $4,559,279 across 7 Drug Manufacturers - General names. LLY ranks #3 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
4,387 | $1,103,944 | |
| 2 | JNJ |
Johnson & Johnson
|
3,919 | $995,308 | |
| 3 | LLY |
ELI LILLY & Co
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|
705 | $845,598 | |
| 4 | AMGN |
Amgen Inc
|
1,490 | $539,558 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
3,162 | $399,487 | |
| 6 | PFE |
Pfizer Inc
|
14,856 | $357,732 | |
| 7 | MRK |
Merck & Co., Inc.
|
2,472 | $317,652 |
All Filings in LLY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $845,598 | 705 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $697,185 | 758 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $529,817 | 493 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $413,546 | 542 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $560,482 | 719 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $593,829 | 719 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $553,524 | 717 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,063,128 | 1,200 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,012,214 | 1,118 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $904,767 | 1,163 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,093,557 | 1,876 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,007,655 | 1,876 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $926,704 | 1,976 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $712,939 | 2,076 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $617,537 | 1,688 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $544,198 | 1,683 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $567,402 | 1,750 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $490,265 | 1,712 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $470,678 | 1,704 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $387,200 | 1,687 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $315,352 | 1,688 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $220,336 | 1,305 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $225,730 | 1,525 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $335,748 | 2,045 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $225,697 | 1,627 | Shares | Sole | 2020-04-02 | |
| No filing history on record for this holder in this stock. | ||||||