Position in LLY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,431,894
+$1,703,857 QoQ
Shares Held
3,695
+24.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.63%
of 13F equity value
Holder Rank
#1,806
of 4,605 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Prudent Man Advisors, LLC holds $9,454,706 across 4 Drug Manufacturers - General names. LLY ranks #1 (46.9% of the industry book) .
All Filings in LLY
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,431,894 | 3,695 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,728,037 | 2,966 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,916,154 | 1,783 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $669,151 | 877 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $767,837 | 985 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $634,298 | 768 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $522,644 | 677 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $276,413 | 312 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||