Position in LLY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,620,529
+$1,346,358 QoQ
Shares Held
4,686
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.35%
of 13F equity value
Holder Rank
#1,621
of 4,605 holders
Holding Since
Dec 2023
11 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, 2026AA Financial Advisors, LLC holds $9,649,689 across 7 Drug Manufacturers - General names. LLY ranks #1 (58.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
4,686 | $5,620,529 | |
| 2 | ABBV |
AbbVie Inc.
|
4,132 | $1,039,776 | |
| 3 | JNJ |
Johnson & Johnson
|
3,805 | $966,355 | |
| 4 | AZN |
Astrazeneca PLC
|
3,773 | $715,436 | |
| 5 | AMGN |
Amgen Inc
|
1,847 | $668,835 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
3,398 | $429,303 | |
| 7 | MRK |
Merck & Co., Inc.
|
1,630 | $209,455 |
All Filings in LLY
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,620,529 | 4,686 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,274,171 | 4,647 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,886,570 | 4,547 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,091,676 | 4,052 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,671,449 | 3,427 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $3,856,999 | 4,670 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,451,612 | 4,471 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $4,081,525 | 4,607 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $3,883,174 | 4,289 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,510,933 | 4,513 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $369,571 | 634 | Shares | Sole | 2024-04-02 | |
| No filing history on record for this holder in this stock. | ||||||