Position in LLY
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,302,581
+$294,514 QoQ
Shares Held
1,086
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#2,887
of 4,605 holders
Holding Since
Mar 2021
22 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, 2026TrueWealth Advisors, LLC holds $5,819,407 across 7 Drug Manufacturers - General names. LLY ranks #1 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
1,086 | $1,302,581 | |
| 2 | GILD |
Gilead Sciences, Inc.
|
7,468 | $943,507 | |
| 3 | MRK |
Merck & Co., Inc.
|
7,109 | $913,506 | |
| 4 | AMGN |
Amgen Inc
|
2,317 | $839,032 | |
| 5 | JNJ |
Johnson & Johnson
|
3,092 | $785,275 | |
| 6 | ABBV |
AbbVie Inc.
|
2,974 | $748,377 | |
| 7 | PFE |
Pfizer Inc
|
11,924 | $287,129 |
All Filings in LLY
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,302,581 | 1,086 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,008,067 | 1,096 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,216,537 | 1,132 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $873,635 | 1,145 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $909,711 | 1,167 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $1,488,289 | 1,802 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,364,124 | 1,767 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $976,305 | 1,102 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $996,823 | 1,101 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $921,882 | 1,185 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $619,643 | 1,063 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $584,934 | 1,089 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $498,525 | 1,063 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $365,055 | 1,063 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $388,887 | 1,063 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $343,721 | 1,063 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $394,263 | 1,216 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $340,207 | 1,188 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $328,149 | 1,188 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $245,144 | 1,061 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $243,520 | 1,061 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $198,216 | 1,061 | Shares | Sole | 2021-04-22 | |
| No filing history on record for this holder in this stock. | ||||||