Position in LLY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,107,073
+$373,097 QoQ
Shares Held
923
+15.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#3,048
of 4,605 holders
Holding Since
Sep 2024
8 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, 2026SGL Investment Advisors, Inc. holds $12,818,442 across 8 Drug Manufacturers - General names. LLY ranks #3 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
29,360 | $7,456,559 | |
| 2 | AMGN |
Amgen Inc
|
3,193 | $1,156,249 | |
| 3 | LLY |
ELI LILLY & Co
This page
|
923 | $1,107,073 | |
| 4 | MRK |
Merck & Co., Inc.
|
8,197 | $1,053,314 | |
| 5 | ABBV |
AbbVie Inc.
|
3,901 | $981,647 | |
| 6 | PFE |
Pfizer Inc
|
14,975 | $360,598 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
6,206 | $357,589 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
2,734 | $345,413 |
All Filings in LLY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,107,073 | 923 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $733,976 | 798 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $842,549 | 784 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $665,336 | 872 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $341,434 | 438 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $329,538 | 399 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $235,460 | 305 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $240,975 | 272 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||