Position in LLY
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$925,960
+$322,591 QoQ
Shares Held
772
+17.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#3,210
of 4,605 holders
Holding Since
Jun 2023
13 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, 2026Octavia Wealth Advisors, LLC holds $7,437,513 across 8 Drug Manufacturers - General names. LLY ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
13,271 | $3,370,435 | |
| 2 | MRK |
Merck & Co., Inc.
|
7,648 | $982,768 | |
| 3 | LLY |
ELI LILLY & Co
This page
|
772 | $925,960 | |
| 4 | PFE |
Pfizer Inc
|
29,381 | $707,494 | |
| 5 | ABBV |
AbbVie Inc.
|
1,934 | $486,671 | |
| 6 | AMGN |
Amgen Inc
|
1,195 | $432,733 | |
| 7 | NVO |
Novo Nordisk A S
|
6,751 | $323,642 | |
| 8 | NVS |
Novartis AG
|
1,326 | $207,810 |
All Filings in LLY
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $925,960 | 772 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $603,369 | 656 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $808,159 | 752 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $463,141 | 607 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $495,781 | 636 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $573,181 | 694 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $567,420 | 735 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $520,932 | 588 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $636,482 | 703 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $543,794 | 699 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $427,863 | 734 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $274,473 | 511 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $212,447 | 453 | Shares | Sole | 2023-07-18 | |
| No filing history on record for this holder in this stock. | ||||||