Position in LLY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$6,253,828
+$1,594,274 QoQ
Shares Held
5,214
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.62%
of 13F equity value
Holder Rank
#1,549
of 4,605 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, 2026AVISO WEALTH MANAGEMENT holds $18,939,245 across 7 Drug Manufacturers - General names. LLY ranks #1 (33.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
5,214 | $6,253,828 | |
| 2 | ABBV |
AbbVie Inc.
|
20,394 | $5,131,946 | |
| 3 | JNJ |
Johnson & Johnson
|
15,337 | $3,895,137 | |
| 4 | MRK |
Merck & Co., Inc.
|
10,229 | $1,314,426 | |
| 5 | AMGN |
Amgen Inc
|
2,681 | $970,843 | |
| 6 | PFE |
Pfizer Inc
|
29,775 | $716,982 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
5,193 | $656,083 |
All Filings in LLY
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,253,828 | 5,214 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,659,554 | 5,066 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,334,712 | 4,964 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,589,915 | 4,705 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,850,741 | 3,657 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,701,374 | 2,060 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,605,760 | 2,080 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,784,283 | 2,014 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,936,607 | 2,139 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,602,597 | 2,060 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,119,789 | 1,921 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||