Position in LLY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,163,221
+$935,749 QoQ
Shares Held
3,471
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.83%
of 13F equity value
Holder Rank
#1,851
of 4,601 holders
Holding Since
Sep 2020
13 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, 2026Fortis Group Advisors, LLC holds $10,238,680 across 11 Drug Manufacturers - General names. LLY ranks #1 (40.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
3,471 | $4,163,221 | |
| 2 | NVO |
Novo Nordisk A S
|
72,916 | $3,495,593 | |
| 3 | PFE |
Pfizer Inc
|
62,653 | $1,508,683 | |
| 4 | MRK |
Merck & Co., Inc.
|
4,715 | $605,877 | |
| 5 | AMGN |
Amgen Inc
|
559 | $202,424 | |
| 6 | JNJ |
Johnson & Johnson
|
718 | $182,350 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
246 | $31,079 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
500 | $28,810 |
All Filings in LLY
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,163,221 | 3,471 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,227,472 | 3,509 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,809,740 | 3,545 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,388,953 | 3,131 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,831,895 | 2,350 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,224,175 | 2,693 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,134,580 | 2,765 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,893,706 | 4,395 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,152,978 | 4,587 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,033,587 | 2,614 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $233,168 | 400 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $107,426 | 200 | Shares | Sole | 2023-12-01 | |
| 2020-09-30 | $476,772 | 3,221 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||