Position in LLY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$6,821,158
+$1,523,283 QoQ
Shares Held
5,687
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.25%
of 13F equity value
Holder Rank
#1,488
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, 2026INVESTMENT PARTNERS, LTD. holds $12,086,280 across 8 Drug Manufacturers - General names. LLY ranks #1 (56.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
5,687 | $6,821,158 | |
| 2 | ABBV |
AbbVie Inc.
|
5,997 | $1,509,085 | |
| 3 | JNJ |
Johnson & Johnson
|
4,867 | $1,236,071 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
12,497 | $720,077 | |
| 5 | MRK |
Merck & Co., Inc.
|
5,098 | $655,093 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
3,873 | $489,314 | |
| 7 | PFE |
Pfizer Inc
|
16,183 | $389,686 | |
| 8 | AMGN |
Amgen Inc
|
734 | $265,796 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,821,158 | 5,687 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $5,297,875 | 5,760 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,165,439 | 5,737 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,687,109 | 6,143 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,911,039 | 6,300 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,408,058 | 6,548 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,050,424 | 6,542 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,776,328 | 6,520 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,903,077 | 6,520 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,096,415 | 6,551 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $3,817,543 | 6,549 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $3,560,097 | 6,628 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $3,362,586 | 7,170 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,459,917 | 7,163 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,617,219 | 7,154 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $3,020,412 | 9,341 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,154,832 | 6,646 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,901,496 | 6,640 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,882,991 | 6,817 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,342,631 | 5,811 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,332,363 | 5,805 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,083,369 | 5,799 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $978,090 | 5,793 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $882,199 | 5,960 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,233,976 | 7,516 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,055,243 | 7,607 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||