Position in LLY
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$6,967,489
+$2,444,061 QoQ
Shares Held
5,809
+18.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#1,478
of 4,605 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Soltis Investment Advisors LLC holds $50,374,735 across 12 Drug Manufacturers - General names. LLY ranks #4 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
49,990 | $12,695,960 | |
| 2 | AMGN |
Amgen Inc
|
29,172 | $10,563,764 | |
| 3 | ABBV |
AbbVie Inc.
|
35,875 | $9,027,585 | |
| 4 | LLY |
ELI LILLY & Co
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|
5,809 | $6,967,489 | |
| 5 | MRK |
Merck & Co., Inc.
|
48,517 | $6,234,434 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
42,594 | $2,454,266 | |
| 7 | PFE |
Pfizer Inc
|
26,981 | $649,702 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
4,981 | $629,299 |
All Filings in LLY
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,967,489 | 5,809 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $4,523,428 | 4,918 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $6,798,426 | 6,326 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $3,495,303 | 4,581 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,497,751 | 4,487 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,566,456 | 5,529 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,091,860 | 4,005 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,112,740 | 1,256 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $1,027,606 | 1,135 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $713,389 | 917 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $620,226 | 1,064 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $720,828 | 1,342 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $498,525 | 1,063 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $338,268 | 985 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $355,596 | 972 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $288,104 | 891 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $240,578 | 742 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||