Position in LLY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$66,528,789
+$11,176,111 QoQ
Shares Held
55,467
-7.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#475
of 4,605 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $207,269,806 across 16 Drug Manufacturers - General names. LLY ranks #1 (32.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
55,467 | $66,528,789 | |
| 2 | JNJ |
Johnson & Johnson
|
234,177 | $59,473,932 | |
| 3 | ABBV |
AbbVie Inc.
|
111,021 | $27,937,324 | |
| 4 | AMGN |
Amgen Inc
|
40,211 | $14,561,207 | |
| 5 | MRK |
Merck & Co., Inc.
|
112,376 | $14,440,316 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
128,389 | $7,397,774 | |
| 7 | PFE |
Pfizer Inc
|
197,145 | $4,747,251 | |
| 8 | NVS |
Novartis AG
|
25,239 | $3,955,456 |
All Filings in LLY
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,528,789 | 55,467 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $55,352,678 | 60,181 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $53,096,719 | 49,407 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $37,179,464 | 48,728 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $37,907,764 | 48,629 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $27,590,349 | 33,406 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $26,227,156 | 33,973 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $30,821,852 | 34,790 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $31,826,823 | 35,153 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $15,518,746 | 19,948 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $12,058,283 | 20,686 | Shares | Sole | 2024-02-12 | |
| 2023-12-31 | $1,049,256 | 1,800 | Principal | Sole | 2024-02-12 | |
| 2023-09-30 | $12,579,047 | 23,419 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $10,316,622 | 21,998 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $5,868,360 | 17,088 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $6,178,671 | 16,889 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,396,711 | 16,690 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $6,255,369 | 19,293 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,581,351 | 19,490 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $4,704,302 | 17,031 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,068,097 | 17,607 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,010,632 | 17,474 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,190,698 | 17,079 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,869,942 | 16,998 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,632,239 | 17,783 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,531,819 | 15,421 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,077,332 | 14,975 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||