Position in LLY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,103,250
+$1,274,958 QoQ
Shares Held
3,421
+11.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,867
of 4,621 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, 2026SFMG, LLC holds $17,137,338 across 10 Drug Manufacturers - General names. LLY ranks #2 (23.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVO |
Novo Nordisk A S
|
121,108 | $5,805,917 | |
| 2 | LLY |
ELI LILLY & Co
This page
|
3,421 | $4,103,250 | |
| 3 | JNJ |
Johnson & Johnson
|
14,871 | $3,776,787 | |
| 4 | ABBV |
AbbVie Inc.
|
5,732 | $1,442,400 | |
| 5 | AMGN |
Amgen Inc
|
1,884 | $682,234 | |
| 6 | MRK |
Merck & Co., Inc.
|
2,704 | $347,464 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
4,723 | $272,139 | |
| 8 | AZN |
Astrazeneca PLC
|
1,394 | $264,330 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,103,250 | 3,421 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,828,292 | 3,075 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,144,513 | 2,926 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,269,925 | 2,975 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,267,652 | 2,909 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,440,564 | 2,955 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,273,540 | 2,945 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,648,960 | 2,990 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $2,914,418 | 3,219 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,366,554 | 3,042 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,030,310 | 3,483 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,630,726 | 3,036 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,409,284 | 3,005 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,029,229 | 2,997 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,055,448 | 2,885 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $872,074 | 2,697 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $867,639 | 2,676 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $656,646 | 2,293 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $752,423 | 2,724 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $611,358 | 2,646 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $571,963 | 2,492 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $454,906 | 2,435 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $411,125 | 2,435 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $446,724 | 3,018 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $315,225 | 1,920 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $266,342 | 1,920 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||