Position in LLY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,561,982
+$743,597 QoQ
Shares Held
2,136
+8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#2,273
of 4,605 holders
Holding Since
Mar 2023
14 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, 2026NWF Advisory Services Inc. holds $14,660,430 across 10 Drug Manufacturers - General names. LLY ranks #2 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
12,825 | $3,227,283 | |
| 2 | LLY |
ELI LILLY & Co
This page
|
2,136 | $2,561,982 | |
| 3 | JNJ |
Johnson & Johnson
|
9,493 | $2,410,937 | |
| 4 | AMGN |
Amgen Inc
|
5,766 | $2,087,983 | |
| 5 | MRK |
Merck & Co., Inc.
|
14,785 | $1,899,872 | |
| 6 | PFE |
Pfizer Inc
|
38,937 | $937,602 | |
| 7 | AZN |
Astrazeneca PLC
|
3,332 | $631,813 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
6,255 | $360,413 |
All Filings in LLY
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,561,982 | 2,136 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,818,385 | 1,977 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,220,289 | 2,066 | Shares | Sole | 2026-03-03 | |
| 2025-09-30 | $1,551,179 | 2,033 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,538,792 | 1,974 | Shares | Sole | 2025-09-09 | |
| 2025-03-31 | $802,784 | 972 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $650,796 | 843 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $1,580,516 | 1,784 | Shares | Sole | 2025-10-06 | |
| 2024-06-30 | $1,342,678 | 1,483 | Shares | Sole | 2025-10-06 | |
| 2024-03-31 | $993,454 | 1,277 | Shares | Sole | 2025-10-06 | |
| 2023-12-31 | $663,945 | 1,139 | Shares | Sole | 2025-12-08 | |
| 2023-09-30 | $604,808 | 1,126 | Shares | Sole | 2025-12-08 | |
| 2023-06-30 | $529,009 | 1,128 | Shares | Sole | 2025-12-08 | |
| 2023-03-31 | $387,377 | 1,128 | Shares | Sole | 2025-12-08 | |
| No filing history on record for this holder in this stock. | ||||||