Position in LLY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$14,030,933
+$3,263,186 QoQ
Shares Held
11,698
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#1,067
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, 2026Joel Isaacson & Co., LLC holds $52,580,622 across 13 Drug Manufacturers - General names. LLY ranks #2 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
79,396 | $20,164,202 | |
| 2 | LLY |
ELI LILLY & Co
This page
|
11,698 | $14,030,933 | |
| 3 | MRK |
Merck & Co., Inc.
|
43,718 | $5,617,763 | |
| 4 | AMGN |
Amgen Inc
|
8,040 | $2,911,444 | |
| 5 | ABBV |
AbbVie Inc.
|
8,694 | $2,187,758 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
37,637 | $2,168,643 | |
| 7 | PFE |
Pfizer Inc
|
86,319 | $2,078,561 | |
| 8 | NVS |
Novartis AG
|
6,486 | $1,016,485 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,030,933 | 11,698 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $10,767,747 | 11,707 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $12,035,342 | 11,199 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $8,274,735 | 10,845 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $5,354,591 | 6,869 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $5,496,431 | 6,655 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,652,072 | 6,026 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $4,279,090 | 4,830 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $4,744,191 | 5,240 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $4,146,526 | 5,330 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,915,765 | 5,002 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,671,147 | 4,973 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,272,677 | 4,846 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,627,123 | 4,738 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,762,617 | 4,818 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,521,038 | 4,704 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,917,171 | 5,913 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,687,864 | 5,894 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,628,040 | 5,894 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,280,941 | 5,544 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,100,548 | 4,795 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $885,713 | 4,741 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $754,377 | 4,468 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $692,881 | 4,681 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $766,392 | 4,668 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $633,672 | 4,568 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||