Position in LLY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$380,218
-$146,810 QoQ
Shares Held
317
-44.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#3,980
of 4,605 holders
Holding Since
Jun 2024
9 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, 2026Wallace Advisory Group, LLC holds $17,901,500 across 7 Drug Manufacturers - General names. LLY ranks #4 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
|
115,340 | $14,821,189 | |
| 2 | JNJ |
Johnson & Johnson
|
5,699 | $1,447,374 | |
| 3 | ABBV |
AbbVie Inc.
|
2,017 | $507,556 | |
| 4 | LLY |
ELI LILLY & Co
This page
|
317 | $380,218 | |
| 5 | PFE |
Pfizer Inc
|
13,796 | $332,206 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
4,415 | $254,391 | |
| 7 | OGN |
Organon & Co.
|
11,711 | $158,566 |
All Filings in LLY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,218 | 317 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $527,028 | 573 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $908,103 | 845 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $988,848 | 1,296 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,250,366 | 1,604 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $909,326 | 1,101 | Shares | Other | 2025-04-09 | |
| 2024-12-31 | $280,236 | 363 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $308,306 | 348 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $321,409 | 355 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||