Position in LLY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,492,415
+$757,729 QoQ
Shares Held
2,078
+10.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#2,301
of 4,605 holders
Holding Since
Jun 2022
17 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, 2026FSM Wealth Advisors, LLC holds $11,677,047 across 10 Drug Manufacturers - General names. LLY ranks #2 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
11,630 | $2,953,671 | |
| 2 | LLY |
ELI LILLY & Co
This page
|
2,078 | $2,492,415 | |
| 3 | MRK |
Merck & Co., Inc.
|
11,015 | $1,415,427 | |
| 4 | ABBV |
AbbVie Inc.
|
4,589 | $1,154,775 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
14,570 | $839,523 | |
| 6 | AZN |
Astrazeneca PLC
|
4,421 | $838,310 | |
| 7 | AMGN |
Amgen Inc
|
2,158 | $781,454 | |
| 8 | PFE |
Pfizer Inc
|
24,073 | $579,677 |
All Filings in LLY
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,492,415 | 2,078 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,734,686 | 1,886 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,006,427 | 1,867 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,367,296 | 1,792 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,255,822 | 1,611 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,225,650 | 1,484 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,000,512 | 1,296 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,245,631 | 1,406 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,127,198 | 1,245 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $968,560 | 1,245 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $781,112 | 1,340 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $711,160 | 1,324 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $566,527 | 1,208 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $331,056 | 964 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $351,938 | 962 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $336,284 | 1,040 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $342,711 | 1,057 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||