Position in LLY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$25,712,183
+$5,772,490 QoQ
Shares Held
21,437
-1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.42%
of 13F equity value
Holder Rank
#784
of 4,605 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Journey Advisory Group, LLC holds $51,629,041 across 8 Drug Manufacturers - General names. LLY ranks #1 (49.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
21,437 | $25,712,183 | |
| 2 | ABBV |
AbbVie Inc.
|
47,472 | $11,945,854 | |
| 3 | JNJ |
Johnson & Johnson
|
25,892 | $6,575,791 | |
| 4 | MRK |
Merck & Co., Inc.
|
23,149 | $2,974,646 | |
| 5 | AMGN |
Amgen Inc
|
6,427 | $2,327,345 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
17,141 | $987,664 | |
| 7 | PFE |
Pfizer Inc
|
34,607 | $833,336 | |
| 8 | NVS |
Novartis AG
|
1,737 | $272,222 |
All Filings in LLY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,712,183 | 21,437 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $19,939,693 | 21,679 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $23,702,069 | 22,055 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $17,664,976 | 23,152 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $17,865,268 | 22,918 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $19,387,411 | 23,474 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $19,149,460 | 24,805 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $21,975,741 | 24,805 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $22,468,815 | 24,817 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $22,903,142 | 29,440 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $16,798,588 | 28,818 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,634,780 | 29,108 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $13,885,090 | 29,607 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $10,414,554 | 30,326 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $10,559,971 | 28,865 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $8,072,432 | 24,965 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $7,364,560 | 22,714 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,216,802 | 18,217 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,516,473 | 16,351 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,662,604 | 15,852 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,725,568 | 16,232 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,956,800 | 15,827 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,603,175 | 15,418 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||