Position in LLY
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$13,829,429
+$3,479,258 QoQ
Shares Held
11,530
+2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#1,076
of 4,605 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $114,719,217 across 13 Drug Manufacturers - General names. LLY ranks #2 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
173,851 | $62,954,924 | |
| 2 | LLY |
ELI LILLY & Co
This page
|
11,530 | $13,829,429 | |
| 3 | JNJ |
Johnson & Johnson
|
41,786 | $10,612,390 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
99,879 | $5,755,027 | |
| 5 | ABBV |
AbbVie Inc.
|
20,993 | $5,282,678 | |
| 6 | NVS |
Novartis AG
|
24,810 | $3,888,223 | |
| 7 | MRK |
Merck & Co., Inc.
|
26,456 | $3,399,596 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
19,403 | $2,451,375 |
All Filings in LLY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,829,429 | 11,530 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $10,350,171 | 11,253 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $13,106,798 | 12,196 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $7,632,289 | 10,003 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $4,373,942 | 5,611 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $4,668,043 | 5,652 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $3,951,868 | 5,119 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,787,619 | 5,404 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $4,267,961 | 4,714 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $3,505,487 | 4,506 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,072,280 | 3,555 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $3,229,225 | 6,012 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,498,256 | 5,327 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,751,785 | 5,101 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $4,550,683 | 12,439 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $4,041,228 | 12,498 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $705,848 | 2,177 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,214,000 | 347,653 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $514,597 | 1,863 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $317,231 | 1,373 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $307,097 | 1,338 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $289,944 | 1,552 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $270,312 | 1,601 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||