Position in LLY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,061,495
+$241,980 QoQ
Shares Held
885
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.43%
of 13F equity value
Holder Rank
#3,092
of 4,605 holders
Holding Since
Sep 2025
4 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, 2026INVESTED ADVISORS holds $5,731,728 across 9 Drug Manufacturers - General names. LLY ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
6,250 | $1,587,312 | |
| 2 | LLY |
ELI LILLY & Co
This page
|
885 | $1,061,495 | |
| 3 | ABBV |
AbbVie Inc.
|
2,956 | $743,847 | |
| 4 | NVS |
Novartis AG
|
3,455 | $541,467 | |
| 5 | AMGN |
Amgen Inc
|
1,294 | $468,583 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
7,241 | $417,226 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
3,024 | $382,052 | |
| 8 | MRK |
Merck & Co., Inc.
|
2,080 | $267,280 |
All Filings in LLY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,061,495 | 885 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $819,515 | 891 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,037,066 | 965 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $666,862 | 874 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||