Position in LLY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$531,347
+$136,766 QoQ
Shares Held
443
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#3,714
of 4,605 holders
Holding Since
Sep 2020
14 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, 2026PACES FERRY WEALTH ADVISORS, LLC holds $4,545,179 across 7 Drug Manufacturers - General names. LLY ranks #2 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
8,288 | $2,104,903 | |
| 2 | LLY |
ELI LILLY & Co
This page
|
443 | $531,347 | |
| 3 | ABBV |
AbbVie Inc.
|
2,018 | $507,809 | |
| 4 | MRK |
Merck & Co., Inc.
|
3,748 | $481,618 | |
| 5 | NVS |
Novartis AG
|
2,881 | $451,510 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
4,345 | $250,358 | |
| 7 | AMGN |
Amgen Inc
|
601 | $217,634 |
All Filings in LLY
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $531,347 | 443 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $394,581 | 429 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $445,992 | 415 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $315,882 | 414 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $327,402 | 420 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $352,663 | 427 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $317,292 | 411 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $371,208 | 419 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $372,111 | 411 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $311,961 | 401 | Shares | Sole | 2024-05-01 | |
| 2022-03-31 | $261,455 | 913 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $252,188 | 913 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $216,031 | 935 | Shares | Sole | 2021-10-29 | |
| 2020-09-30 | $153,052 | 1,034 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||