Position in LLY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$539,743
+$159,878 QoQ
Shares Held
450
+9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#3,696
of 4,605 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $2,909,484 across 15 Drug Manufacturers - General names. LLY ranks #3 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
3,761 | $946,418 | |
| 2 | MRK |
Merck & Co., Inc.
|
4,499 | $578,121 | |
| 3 | LLY |
ELI LILLY & Co
This page
|
450 | $539,743 | |
| 4 | JNJ |
Johnson & Johnson
|
1,468 | $372,827 | |
| 5 | AMGN |
Amgen Inc
|
319 | $115,516 | |
| 6 | PFE |
Pfizer Inc
|
4,641 | $111,755 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
525 | $66,328 | |
| 8 | NVS |
Novartis AG
|
259 | $40,590 |
All Filings in LLY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $539,743 | 450 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $379,865 | 413 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $441,693 | 411 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $256,368 | 336 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $251,788 | 323 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $270,898 | 328 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $243,180 | 315 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $287,044 | 324 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $291,532 | 322 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $239,611 | 308 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $174,876 | 300 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $157,916 | 294 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $137,411 | 293 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $77,612 | 226 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $94,386 | 258 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $61,759 | 191 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $62,900 | 194 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $44,747 | 162 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $31,884 | 138 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||