Position in LLY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$13,250,104
+$2,791,400 QoQ
Shares Held
11,047
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.79%
of 13F equity value
Holder Rank
#1,106
of 4,605 holders
Holding Since
Dec 2022
15 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, 2026SageView Advisory Group, LLC holds $31,073,717 across 11 Drug Manufacturers - General names. LLY ranks #1 (42.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
11,047 | $13,250,104 | |
| 2 | JNJ |
Johnson & Johnson
|
19,763 | $5,019,209 | |
| 3 | ABBV |
AbbVie Inc.
|
16,291 | $4,099,467 | |
| 4 | MRK |
Merck & Co., Inc.
|
25,250 | $3,244,625 | |
| 5 | AMGN |
Amgen Inc
|
4,580 | $1,658,509 | |
| 6 | PFE |
Pfizer Inc
|
51,687 | $1,244,622 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
8,588 | $1,085,007 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
9,232 | $531,947 |
All Filings in LLY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,250,104 | 11,047 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $10,458,704 | 11,371 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $12,427,600 | 11,564 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,256,716 | 12,132 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,129,075 | 11,711 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,227,066 | 11,172 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $8,671,104 | 11,232 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,747,111 | 11,002 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,027,973 | 13,285 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $8,842,293 | 11,366 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $7,584,955 | 13,012 | Shares | Sole | 2024-03-06 | |
| 2023-09-30 | $5,072,655 | 9,444 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $4,397,625 | 9,377 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,840,083 | 8,270 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,914,647 | 7,967 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||