Position in LLY
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$149,928
+$46,914 QoQ
Shares Held
125
+11.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#4,458
of 4,604 holders
Holding Since
Dec 2023
11 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, 2026Valued Wealth Advisors LLC holds $708,538 across 11 Drug Manufacturers - General names. LLY ranks #2 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
657 | $166,858 | |
| 2 | LLY |
ELI LILLY & Co
This page
|
125 | $149,928 | |
| 3 | ABBV |
AbbVie Inc.
|
560 | $140,918 | |
| 4 | MRK |
Merck & Co., Inc.
|
737 | $94,704 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
652 | $82,373 | |
| 6 | AMGN |
Amgen Inc
|
79 | $28,607 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
300 | $17,286 | |
| 8 | AZN |
Astrazeneca PLC
|
58 | $10,997 |
All Filings in LLY
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $149,928 | 125 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $103,014 | 112 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $125,737 | 117 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $80,878 | 106 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $93,543 | 120 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $111,497 | 135 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $91,096 | 118 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $103,654 | 117 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $110,456 | 122 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $81,685 | 105 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $52,462 | 90 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||