TruWealth Advisors, LLC

Position in LLY — ELI LILLY & Co

CIK 1834985 Metairie, LA

Position in LLY

as of Mar 31, 2026 · filed Apr 9, 2026 Compact

Position Value

$33,019,743

-$4,995,990 QoQ

Shares Held

35,900

+1.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

3.75%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Mar 31, 2026

TruWealth Advisors, LLC holds $85,956,222 across 7 Drug Manufacturers - General names. LLY ranks #1 (38.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co This page	35,900	$33,019,743
2	ABBV	AbbVie Inc.	90,190	$19,615,423
3	BMY	Bristol Myers Squibb Co	257,538	$15,619,679
4	GSK	GSK plc	269,102	$14,851,739
5	JNJ	Johnson & Johnson	5,451	$1,332,442
6	PFE	Pfizer Inc	36,369	$1,021,241
7	MRK	Merck & Co., Inc.	4,123	$495,955

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$33,019,743	35,900	+1.5%	Shares	Sole	2026-04-09
2025-12-31	$38,015,733	35,374	+1.4%	Shares	Sole	2026-01-07
2025-09-30	$26,627,174	34,898	+4.3%	Shares	Sole	2025-10-06
2025-06-30	$26,083,853	33,461	+4.3%	Shares	Sole	2025-07-07
2025-03-31	$26,496,844	32,082	+2.7%	Shares	Sole	2025-04-10
2024-12-31	$24,110,332	31,231	-5.0%	Shares	Sole	2025-01-15
2024-09-30	$29,126,163	32,876	-0.7%	Shares	Sole	2024-10-16
2024-06-30	$29,964,456	33,096	-0.8%	Shares	Sole	2024-07-16
2024-03-31	$25,949,633	33,356	+1.6%	Shares	Sole	2024-04-15
2023-12-31	$19,140,178	32,835	-14.8%	Shares	Sole	2024-01-10
2023-09-30	$20,699,915	38,538	+1.0%	Shares	Sole	2023-10-10
2023-06-30	$17,892,055	38,151	+45.1%	Shares	Sole	2023-08-04
2023-03-31	$9,031,946	26,300	+114.0%	Shares	Sole	2023-04-25
2022-12-31	$4,495,076	12,287	+1592.4%	Shares	Sole	2023-01-27
2022-09-30	$234,752	726	+11.7%	Shares	Sole	2022-10-24
2022-06-30	$210,749	650	—	Shares	Sole	2022-07-22
No filing history on record for this holder in this stock.