Position in LLY
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,433,318
+$347,070 QoQ
Shares Held
1,195
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#2,815
of 4,605 holders
Holding Since
Mar 2022
18 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, 2026Key Client Fiduciary Advisors, LLC holds $6,120,333 across 7 Drug Manufacturers - General names. LLY ranks #2 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
5,928 | $1,491,721 | |
| 2 | LLY |
ELI LILLY & Co
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|
1,195 | $1,433,318 | |
| 3 | MRK |
Merck & Co., Inc.
|
7,589 | $975,186 | |
| 4 | PFE |
Pfizer Inc
|
31,030 | $747,202 | |
| 5 | JNJ |
Johnson & Johnson
|
2,907 | $738,290 | |
| 6 | AMGN |
Amgen Inc
|
1,022 | $370,086 | |
| 7 | NVS |
Novartis AG
|
2,326 | $364,530 |
All Filings in LLY
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,433,318 | 1,195 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,086,248 | 1,181 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,243,404 | 1,157 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $866,768 | 1,136 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $875,412 | 1,123 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $886,201 | 1,073 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $816,776 | 1,058 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $989,594 | 1,117 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $977,810 | 1,080 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $816,858 | 1,050 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $614,397 | 1,054 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $508,124 | 946 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $428,647 | 914 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $312,512 | 910 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $336,572 | 920 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $206,620 | 639 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $208,804 | 644 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $203,036 | 709 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||