Allen Mooney & Barnes Investment Advisors LLC
Position in LLY — ELI LILLY & Co
CIK 2001461
Thomasville, GA
Position in LLY
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$5,775,255
+$677,890 QoQ
Shares Held
4,815
-13.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#1,600
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, 2026Allen Mooney & Barnes Investment Advisors LLC holds $48,976,902 across 7 Drug Manufacturers - General names. LLY ranks #3 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
81,986 | $20,630,957 | |
| 2 | MRK |
Merck & Co., Inc.
|
126,728 | $16,284,548 | |
| 3 | LLY |
ELI LILLY & Co
This page
|
4,815 | $5,775,255 | |
| 4 | GILD |
Gilead Sciences, Inc.
|
15,709 | $1,984,675 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
33,051 | $1,904,398 | |
| 6 | JNJ |
Johnson & Johnson
|
7,301 | $1,854,234 | |
| 7 | PFE |
Pfizer Inc
|
22,543 | $542,835 |
All Filings in LLY
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,775,255 | 4,815 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $5,097,365 | 5,542 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $6,184,783 | 5,755 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,908,086 | 5,122 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,114,359 | 5,278 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $4,407,055 | 5,336 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $4,051,456 | 5,248 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $4,536,898 | 5,121 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $4,530,521 | 5,004 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $4,333,237 | 5,570 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $3,526,083 | 6,049 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $3,281,327 | 6,109 | Shares | Sole | 2023-11-21 | |
| 2023-06-30 | $2,864,060 | 6,107 | Shares | Sole | 2024-05-23 | |
| 2023-03-31 | $1,961,271 | 5,711 | Shares | Sole | 2024-05-23 | |
| 2022-12-31 | $2,169,797 | 5,931 | Shares | Sole | 2024-05-23 | |
| 2022-09-30 | $1,917,142 | 5,929 | Shares | Sole | 2024-05-23 | |
| 2022-06-30 | $1,922,035 | 5,928 | Shares | Sole | 2024-05-23 | |
| 2022-03-31 | $1,696,742 | 5,925 | Shares | Sole | 2024-05-23 | |
| No filing history on record for this holder in this stock. | ||||||