Position in LLY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,786,150
+$854,264 QoQ
Shares Held
8,159
-16.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
8.67%
of 13F equity value
Holder Rank
#1,270
of 4,605 holders
Holding Since
Sep 2020
24 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, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $11,041,030 across 10 Drug Manufacturers - General names. LLY ranks #1 (88.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
8,159 | $9,786,150 | |
| 2 | ABBV |
AbbVie Inc.
|
1,878 | $472,579 | |
| 3 | JNJ |
Johnson & Johnson
|
1,205 | $306,033 | |
| 4 | AMGN |
Amgen Inc
|
372 | $134,708 | |
| 5 | MRK |
Merck & Co., Inc.
|
980 | $125,930 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
1,392 | $80,207 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
463 | $58,495 | |
| 8 | BIIB |
Biogen Inc.
|
152 | $32,841 |
All Filings in LLY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,786,150 | 8,159 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $8,931,886 | 9,711 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $12,986,434 | 12,084 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $9,503,165 | 12,455 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8,844,547 | 11,346 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $9,369,123 | 11,344 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $8,716,652 | 11,291 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $9,890,634 | 11,164 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $10,091,365 | 11,146 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $8,689,813 | 11,170 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $6,585,247 | 11,297 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,081,385 | 11,322 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $5,347,309 | 11,402 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,860,727 | 11,242 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $4,021,679 | 10,993 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $3,577,867 | 11,065 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $3,568,799 | 11,007 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $3,080,482 | 10,757 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $2,071,373 | 7,499 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $34,657 | 150 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $34,428 | 150 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $28,023 | 150 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $25,326 | 150 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $22,203 | 150 | Shares | Sole | 2020-11-02 | |
| No filing history on record for this holder in this stock. | ||||||