Position in LLY
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,833,928
+$1,123,866 QoQ
Shares Held
1,529
+98.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#2,566
of 4,605 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026SAX WEALTH ADVISORS, LLC holds $21,617,283 across 11 Drug Manufacturers - General names. LLY ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
36,609 | $9,297,587 | |
| 2 | MRK |
Merck & Co., Inc.
|
29,762 | $3,824,417 | |
| 3 | ABBV |
AbbVie Inc.
|
11,579 | $2,913,739 | |
| 4 | LLY |
ELI LILLY & Co
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|
1,529 | $1,833,928 | |
| 5 | NVO |
Novo Nordisk A S
|
21,893 | $1,049,550 | |
| 6 | BIIB |
Biogen Inc.
|
3,364 | $726,825 | |
| 7 | AMGN |
Amgen Inc
|
1,862 | $674,267 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
6,662 | $383,864 |
All Filings in LLY
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,833,928 | 1,529 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $710,062 | 772 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $990,855 | 922 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $683,648 | 896 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $537,096 | 689 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $498,023 | 603 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $284,096 | 368 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $314,508 | 355 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $326,842 | 361 | Shares | Sole | 2024-07-12 | |
| 2023-12-31 | $212,765 | 365 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||