Position in LLY
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,608,435
+$376,863 QoQ
Shares Held
1,341
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#2,700
of 4,605 holders
Holding Since
Dec 2020
23 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, 2026IVC Wealth Advisors LLC holds $8,869,908 across 8 Drug Manufacturers - General names. LLY ranks #3 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
|
21,139 | $2,716,361 | |
| 2 | JNJ |
Johnson & Johnson
|
10,167 | $2,582,112 | |
| 3 | LLY |
ELI LILLY & Co
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|
1,341 | $1,608,435 | |
| 4 | AMGN |
Amgen Inc
|
1,547 | $560,199 | |
| 5 | GSK |
GSK plc
|
8,739 | $458,098 | |
| 6 | ABBV |
AbbVie Inc.
|
1,767 | $444,647 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
5,201 | $299,681 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
1,586 | $200,375 |
All Filings in LLY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,608,435 | 1,341 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,231,572 | 1,339 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,537,867 | 1,431 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,076,593 | 1,411 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,140,452 | 1,463 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,184,354 | 1,434 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,094,696 | 1,418 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,339,541 | 1,512 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,650,507 | 1,823 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,746,520 | 2,245 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,343,630 | 2,305 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,289,112 | 2,400 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $1,375,518 | 2,933 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,026,825 | 2,990 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,095,690 | 2,995 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $970,050 | 3,000 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $969,771 | 2,991 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $924,402 | 3,228 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $844,680 | 3,058 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $807,057 | 3,493 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $836,141 | 3,643 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $681,519 | 3,648 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $599,044 | 3,548 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||