Position in LLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,874,808
+$1,722,047 QoQ
Shares Held
4,898
+8.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#1,587
of 4,605 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $15,502,015 across 10 Drug Manufacturers - General names. LLY ranks #1 (37.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
4,898 | $5,874,808 | |
| 2 | ABBV |
AbbVie Inc.
|
11,906 | $2,996,025 | |
| 3 | JNJ |
Johnson & Johnson
|
9,997 | $2,538,938 | |
| 4 | MRK |
Merck & Co., Inc.
|
9,528 | $1,224,348 | |
| 5 | PFE |
Pfizer Inc
|
37,571 | $904,709 | |
| 6 | AMGN |
Amgen Inc
|
1,414 | $512,037 | |
| 7 | NVS |
Novartis AG
|
2,733 | $428,315 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
3,042 | $384,326 |
All Filings in LLY
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,874,808 | 4,898 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,152,761 | 4,515 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,392,744 | 5,018 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,736,411 | 4,897 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,813,460 | 4,892 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,005,663 | 4,850 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,691,704 | 4,782 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,180,750 | 4,719 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,422,781 | 4,885 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,799,556 | 4,884 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,789,855 | 4,786 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,614,211 | 4,867 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,090,243 | 4,457 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,442,707 | 4,201 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,432,629 | 3,916 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,265,268 | 3,913 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $948,372 | 2,925 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $260,023 | 908 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||