Position in LLY
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$13,921,785
+$2,920,417 QoQ
Shares Held
11,607
-3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.68%
of 13F equity value
Holder Rank
#1,072
of 4,605 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, 2026Formidable Asset Management, LLC holds $28,439,814 across 10 Drug Manufacturers - General names. LLY ranks #1 (49.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
11,607 | $13,921,785 | |
| 2 | JNJ |
Johnson & Johnson
|
23,878 | $6,064,295 | |
| 3 | ABBV |
AbbVie Inc.
|
9,748 | $2,452,986 | |
| 4 | AMGN |
Amgen Inc
|
5,152 | $1,865,642 | |
| 5 | MRK |
Merck & Co., Inc.
|
11,070 | $1,422,495 | |
| 6 | PFE |
Pfizer Inc
|
56,869 | $1,369,405 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
9,040 | $520,884 | |
| 8 | NVS |
Novartis AG
|
2,430 | $380,829 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,921,785 | 11,607 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $11,001,368 | 11,961 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $12,927,326 | 12,029 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $8,405,208 | 11,016 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $7,396,960 | 9,489 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $7,837,059 | 9,489 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $7,417,376 | 9,608 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $8,343,782 | 9,418 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,334,928 | 9,206 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $7,287,929 | 9,368 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,270,473 | 3,895 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,374,651 | 4,421 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,085,085 | 4,446 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,561,187 | 4,546 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,617,378 | 4,421 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,413,362 | 4,371 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,394,513 | 4,301 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $1,209,054 | 4,222 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,166,200 | 4,222 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $975,493 | 4,222 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,109,498 | 4,834 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $451,543 | 2,417 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $406,397 | 2,407 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $356,284 | 2,407 | Shares | Sole | 2020-12-14 | |
| 2020-06-30 | $395,181 | 2,407 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $303,241 | 2,186 | Shares | Sole | 2020-06-01 | |
| No filing history on record for this holder in this stock. | ||||||