Position in LLY
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$4,016,891
+$1,028,559 QoQ
Shares Held
3,349
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.94%
of 13F equity value
Holder Rank
#1,883
of 4,605 holders
Holding Since
Jun 2020
16 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, 2026Aspen Investment Management Inc holds $18,932,992 across 9 Drug Manufacturers - General names. LLY ranks #2 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
18,458 | $4,687,778 | |
| 2 | LLY |
ELI LILLY & Co
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|
3,349 | $4,016,891 | |
| 3 | ABBV |
AbbVie Inc.
|
13,782 | $3,468,102 | |
| 4 | AMGN |
Amgen Inc
|
7,645 | $2,768,407 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
25,285 | $1,456,921 | |
| 6 | PFE |
Pfizer Inc
|
38,006 | $915,184 | |
| 7 | MRK |
Merck & Co., Inc.
|
6,310 | $810,835 | |
| 8 | NVS |
Novartis AG
|
3,736 | $585,505 |
All Filings in LLY
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,016,891 | 3,349 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,988,332 | 3,249 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,390,615 | 3,155 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $966,721 | 1,267 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $792,782 | 1,017 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $803,610 | 973 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $715,644 | 927 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,048,952 | 1,184 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,005,877 | 1,111 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $857,311 | 1,102 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $631,885 | 1,084 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $317,443 | 591 | Shares | Sole | 2023-11-01 | |
| 2022-12-31 | $253,161 | 692 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $228,285 | 706 | Shares | Sole | 2022-11-09 | |
| 2020-09-30 | $316,466 | 2,138 | Shares | Sole | 2020-11-30 | |
| 2020-06-30 | $332,792 | 2,027 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||