Position in LLY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$542,142
+$126,406 QoQ
Shares Held
452
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#3,688
of 4,605 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026BALLAST ADVISORS LLC holds $3,717,424 across 6 Drug Manufacturers - General names. LLY ranks #3 (14.6% of the industry book) .
All Filings in LLY
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $542,142 | 452 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $415,736 | 452 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $487,904 | 454 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $361,662 | 474 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $352,347 | 452 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $374,963 | 454 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $350,488 | 454 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $400,444 | 452 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $409,231 | 452 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $352,415 | 453 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $263,479 | 452 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $314,221 | 585 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $274,353 | 585 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $269,584 | 785 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $287,184 | 785 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $292,631 | 905 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $298,291 | 920 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $263,460 | 920 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $254,122 | 920 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||