PHILLIPS FINANCIAL MANAGEMENT, LLC

Position in LLY — ELI LILLY & Co

CIK 1350660 FORT WAYNE, IN

Position in LLY

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,803,068

+$154,131 QoQ

Shares Held

2,337

-18.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.75%

of 13F equity value

Holder Rank

#2,192

of 4,605 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

PHILLIPS FINANCIAL MANAGEMENT, LLC holds $4,779,706 across 6 Drug Manufacturers - General names. LLY ranks #1 (58.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co This page	2,337	$2,803,068
2	ABBV	AbbVie Inc.	2,721	$684,712
3	JNJ	Johnson & Johnson	2,228	$565,845
4	MRK	Merck & Co., Inc.	1,943	$249,675
5	AMGN	Amgen Inc	689	$249,500
6	GILD	Gilead Sciences, Inc.	1,796	$226,906

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,803,068	2,337	-18.9%	Shares	Sole	2026-08-03
2026-03-31	$2,648,937	2,880	-9.5%	Shares	Sole	2026-04-16
2025-12-31	$3,420,706	3,183	+2.7%	Shares	Sole	2026-01-26
2025-09-30	$2,365,300	3,100	+138.3%	Shares	Sole	2025-10-24
2025-06-30	$1,014,168	1,301	+6.1%	Shares	Sole	2025-07-30
2025-03-31	$1,012,565	1,226	-0.2%	Shares	Sole	2025-04-30
2024-12-31	$948,788	1,229	-5.2%	Shares	Sole	2025-02-10
2024-09-30	$1,148,178	1,296	-5.1%	Shares	Sole	2024-11-07
2024-06-30	$1,235,843	1,365	+23.4%	Shares	Sole	2024-08-08
2024-03-31	$860,423	1,106	+5.5%	Shares	Sole	2024-04-23
2023-12-31	$610,900	1,048	+4.5%	Shares	Sole	2024-01-25
2023-09-30	$538,741	1,003	-25.5%	Shares	Sole	2023-11-09
2023-06-30	$631,247	1,346	+49.6%	Shares	Sole	2023-08-11
2023-03-31	$309,078	900	+0.9%	Shares	Sole	2023-05-08
2022-12-31	$326,329	892	+35.4%	Shares	Sole	2023-01-24
2022-09-30	$213,087	659	—	Shares	Sole	2022-11-08
No filing history on record for this holder in this stock.