Position in LLY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,170,643
+$338,252 QoQ
Shares Held
976
+7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#2,990
of 4,604 holders
Holding Since
Jun 2023
13 quarters on record
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $5,599,776 across 11 Drug Manufacturers - General names. LLY ranks #3 (20.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
6,377 | $1,619,566 | |
| 2 | GILD |
Gilead Sciences, Inc.
|
10,929 | $1,380,769 | |
| 3 | LLY |
ELI LILLY & Co
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|
976 | $1,170,643 | |
| 4 | ABBV |
AbbVie Inc.
|
2,820 | $709,624 | |
| 5 | MRK |
Merck & Co., Inc.
|
2,449 | $314,696 | |
| 6 | PFE |
Pfizer Inc
|
6,188 | $149,007 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
1,766 | $101,756 | |
| 8 | NVO |
Novo Nordisk A S
|
1,586 | $76,032 |
All Filings in LLY
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,170,643 | 976 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $832,391 | 905 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $712,512 | 663 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $505,869 | 663 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $516,048 | 662 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $875,464 | 1,060 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $551,980 | 715 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $639,648 | 722 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $653,684 | 722 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $530,568 | 682 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $400,466 | 687 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $363,099 | 676 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $270,132 | 576 | Shares | Sole | 2023-08-04 | |
| No filing history on record for this holder in this stock. | ||||||