Position in LLY
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$12,653,987
+$3,278,772 QoQ
Shares Held
10,550
+3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.79%
of 13F equity value
Holder Rank
#1,132
of 4,605 holders
Holding Since
Sep 2021
20 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, 2026Herold Advisors, Inc. holds $36,055,157 across 9 Drug Manufacturers - General names. LLY ranks #1 (35.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
10,550 | $12,653,987 | |
| 2 | ABBV |
AbbVie Inc.
|
35,123 | $8,838,351 | |
| 3 | MRK |
Merck & Co., Inc.
|
31,620 | $4,063,170 | |
| 4 | JNJ |
Johnson & Johnson
|
15,267 | $3,877,359 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
35,910 | $2,069,134 | |
| 6 | PFE |
Pfizer Inc
|
81,250 | $1,956,500 | |
| 7 | AMGN |
Amgen Inc
|
3,526 | $1,276,835 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
6,624 | $836,876 |
All Filings in LLY
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,653,987 | 10,550 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $9,375,215 | 10,193 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,223,958 | 10,444 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,042,783 | 10,541 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,575,472 | 9,718 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,701,787 | 10,536 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,893,440 | 11,520 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,066,050 | 11,362 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,553,109 | 11,656 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $8,902,196 | 11,443 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $6,344,501 | 10,884 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $5,961,605 | 11,099 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,252,710 | 9,068 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $3,142,636 | 9,151 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $3,844,612 | 10,509 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,913,060 | 9,009 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,102,556 | 9,569 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,781,798 | 9,714 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,655,579 | 9,614 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,221,314 | 9,614 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||