Position in LLY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$33,365,746
+$9,826,993 QoQ
Shares Held
27,818
+8.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.23%
of 13F equity value
Holder Rank
#673
of 4,605 holders
Holding Since
Dec 2023
10 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, 2026Turtle Creek Wealth Advisors, LLC holds $73,913,810 across 10 Drug Manufacturers - General names. LLY ranks #1 (45.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
27,818 | $33,365,746 | |
| 2 | JNJ |
Johnson & Johnson
|
60,278 | $15,308,803 | |
| 3 | AZN |
Astrazeneca PLC
|
38,731 | $7,344,172 | |
| 4 | ABBV |
AbbVie Inc.
|
28,533 | $7,180,044 | |
| 5 | MRK |
Merck & Co., Inc.
|
28,968 | $3,722,388 | |
| 6 | AMGN |
Amgen Inc
|
9,709 | $3,515,823 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
13,235 | $1,672,109 | |
| 8 | PFE |
Pfizer Inc
|
36,870 | $887,829 |
All Filings in LLY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,365,746 | 27,818 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $23,538,753 | 25,592 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $26,434,981 | 24,598 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $17,133,928 | 22,456 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $8,352,663 | 10,715 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $9,907,616 | 11,996 | Shares | Sole | 2025-05-01 | |
| 2024-09-30 | $4,644,983 | 5,243 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $4,669,044 | 5,157 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,847,012 | 4,945 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,896,529 | 4,969 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||