Position in LLY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$311,905,800
+$93,805,339 QoQ
Shares Held
260,045
+9.7% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#206
of 4,605 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 48%
Shared 4%
None 48%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Focus Partners Wealth holds $1,442,065,327 across 15 Drug Manufacturers - General names. LLY ranks #2 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
1,488,289 | $377,980,757 | |
| 2 | LLY |
ELI LILLY & Co
This page
|
260,045 | $311,905,800 | |
| 3 | ABBV |
AbbVie Inc.
|
929,566 | $233,915,988 | |
| 4 | MRK |
Merck & Co., Inc.
|
1,375,512 | $176,753,292 | |
| 5 | AMGN |
Amgen Inc
|
315,585 | $114,279,640 | |
| 6 | PFE |
Pfizer Inc
|
2,693,994 | $64,871,375 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
475,579 | $60,084,650 | |
| 8 | NVS |
Novartis AG
|
235,657 | $36,932,165 |
All Filings in LLY
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,905,800 | 260,045 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $218,100,461 | 237,125 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $238,839,054 | 222,242 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $125,072,486 | 163,922 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $117,886,762 | 151,228 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $102,111,382 | 123,635 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $91,069,752 | 117,966 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $63,756,672 | 71,965 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $114,450,896 | 126,412 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $36,401,526 | 46,791 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $18,401,035 | 31,567 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||