Position in LLY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$905,569
+$866,019 QoQ
Shares Held
755
+1655.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.12%
of 13F equity value
Holder Rank
#3,229
of 4,605 holders
Holding Since
Dec 2024
7 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, 2026VSM Wealth Advisory, LLC holds $2,788,108 across 13 Drug Manufacturers - General names. LLY ranks #2 (32.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
4,218 | $1,071,245 | |
| 2 | LLY |
ELI LILLY & Co
This page
|
755 | $905,569 | |
| 3 | ABBV |
AbbVie Inc.
|
866 | $217,920 | |
| 4 | PFE |
Pfizer Inc
|
5,210 | $125,456 | |
| 5 | AMGN |
Amgen Inc
|
300 | $108,636 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
752 | $95,007 | |
| 7 | MRK |
Merck & Co., Inc.
|
683 | $87,765 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
1,039 | $59,867 |
All Filings in LLY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $905,569 | 755 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $39,550 | 43 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $901,656 | 839 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $716,457 | 939 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,355,602 | 1,739 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,451,123 | 1,757 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,356,404 | 1,757 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||