Position in LLY
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$887,578
+$305,364 QoQ
Shares Held
740
+16.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#3,247
of 4,605 holders
Holding Since
Sep 2022
16 quarters on record
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026BEACON FINANCIAL GROUP holds $17,924,673 across 8 Drug Manufacturers - General names. LLY ranks #7 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
16,149 | $4,101,361 | |
| 2 | AMGN |
Amgen Inc
|
8,964 | $3,246,043 | |
| 3 | NVS |
Novartis AG
|
20,231 | $3,170,602 | |
| 4 | ABBV |
AbbVie Inc.
|
10,847 | $2,729,539 | |
| 5 | PFE |
Pfizer Inc
|
94,815 | $2,283,145 | |
| 6 | MRK |
Merck & Co., Inc.
|
7,047 | $905,539 | |
| 7 | LLY |
ELI LILLY & Co
This page
|
740 | $887,578 | |
| 8 | SNY |
Sanofi
|
14,085 | $600,866 |
All Filings in LLY
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $887,578 | 740 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $582,214 | 633 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $678,123 | 631 | Shares | Sole | 2026-04-01 | |
| 2025-09-30 | $379,974 | 498 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $385,087 | 494 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $368,355 | 446 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $330,416 | 428 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $994,910 | 1,123 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $892,704 | 986 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $711,833 | 915 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $575,342 | 987 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $523,701 | 975 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $451,627 | 963 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $308,391 | 898 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $352,669 | 964 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $311,709 | 964 | Shares | Sole | 2022-10-13 | |
| No filing history on record for this holder in this stock. | ||||||