Annis Gardner Whiting Capital Advisors, LLC

Position in LLY — ELI LILLY & Co

CIK 1998414 TAMPA, FL

Back to LLY Full portfolio

Position in LLY

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,054,623

+$562,757 QoQ

Shares Held

1,713

+5.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#2,474

of 4,605 holders

Holding Since

Sep 2023

12 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, 2026

Annis Gardner Whiting Capital Advisors, LLC holds $18,574,820 across 10 Drug Manufacturers - General names. LLY ranks #4 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	19,005	$4,826,699
2	AMGN	Amgen Inc	7,897	$2,859,661
3	NVO	Novo Nordisk A S	58,858	$2,821,652
4	LLY	ELI LILLY & Co This page	1,713	$2,054,623
5	ABBV	AbbVie Inc.	6,840	$1,721,217
6	PFE	Pfizer Inc	61,427	$1,479,162
7	BIIB	Biogen Inc.	5,233	$1,130,641
8	MRK	Merck & Co., Inc.	8,338	$1,071,433

All Filings in LLY

Export CSV

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,054,623	1,713	+5.6%	Shares	Sole	2026-08-10
2026-03-31	$1,491,866	1,622	+12.6%	Shares	Sole	2026-05-06
2025-12-31	$1,547,539	1,440	+23.8%	Shares	Sole	2026-02-09
2025-09-30	$887,369	1,163	+2.2%	Shares	Sole	2025-11-03
2025-06-30	$887,105	1,138	+13.1%	Shares	Sole	2025-08-11
2025-03-31	$830,865	1,006	+2.0%	Shares	Sole	2025-05-09
2024-12-31	$761,192	986	+9.2%	Shares	Sole	2025-02-12
2024-09-30	$800,003	903	-20.2%	Shares	Sole	2024-11-14
2024-06-30	$1,023,984	1,131	+0.2%	Shares	Sole	2024-08-12
2024-03-31	$878,316	1,129	+27.3%	Shares	Sole	2024-05-13
2023-12-31	$517,050	887	-4.7%	Shares	Sole	2024-02-09
2023-09-30	$500,068	931	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.