Position in LLY
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$5,562,956
+$1,285,106 QoQ
Shares Held
4,638
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
5.22%
of 13F equity value
Holder Rank
#1,632
of 4,605 holders
Holding Since
Dec 2020
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, 2026IAM Advisory, LLC holds $17,989,599 across 8 Drug Manufacturers - General names. LLY ranks #1 (30.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
4,638 | $5,562,956 | |
| 2 | MRK |
Merck & Co., Inc.
|
23,515 | $3,021,677 | |
| 3 | AMGN |
Amgen Inc
|
7,484 | $2,710,106 | |
| 4 | NVS |
Novartis AG
|
16,635 | $2,607,037 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
33,075 | $1,905,781 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
11,409 | $1,441,413 | |
| 7 | JNJ |
Johnson & Johnson
|
1,535 | $389,843 | |
| 8 | ABBV |
AbbVie Inc.
|
1,394 | $350,786 |
All Filings in LLY
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,562,956 | 4,638 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $4,277,850 | 4,651 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $5,119,775 | 4,764 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,787,532 | 4,964 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,903,886 | 5,008 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $4,221,226 | 5,111 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $4,149,500 | 5,375 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,863,810 | 5,490 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $5,519,196 | 6,096 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $4,845,912 | 6,229 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,713,200 | 6,370 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $3,548,817 | 6,607 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $3,239,244 | 6,907 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $2,342,467 | 6,821 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $2,661,120 | 7,274 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $2,363,688 | 7,310 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $2,376,281 | 7,329 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $2,104,533 | 7,349 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $2,015,853 | 7,298 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,660,787 | 7,188 | Shares | Sole | 2021-10-14 | |
| 2021-03-31 | $1,444,305 | 7,731 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,271,365 | 7,530 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||