Position in LLY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$9,140,856
+$2,798,123 QoQ
Shares Held
7,621
+10.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,309
of 4,605 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Sowell Financial Services LLC holds $62,788,240 across 14 Drug Manufacturers - General names. LLY ranks #4 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
57,238 | $14,536,734 | |
| 2 | ABBV |
AbbVie Inc.
|
44,316 | $11,151,678 | |
| 3 | MRK |
Merck & Co., Inc.
|
75,015 | $9,639,427 | |
| 4 | LLY |
ELI LILLY & Co
This page
|
7,621 | $9,140,856 | |
| 5 | PFE |
Pfizer Inc
|
185,807 | $4,474,232 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
68,220 | $3,930,836 | |
| 7 | AMGN |
Amgen Inc
|
10,762 | $3,897,135 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
15,103 | $1,908,113 |
All Filings in LLY
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,140,856 | 7,621 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6,342,733 | 6,896 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $6,845,712 | 6,370 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,861,073 | 6,371 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,985,094 | 6,395 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $5,605,451 | 6,787 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $10,447,890 | 11,793 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $16,371,986 | 18,083 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $12,824,670 | 16,485 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $6,915,179 | 11,863 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $5,628,048 | 10,478 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,859,570 | 10,362 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,447,897 | 7,128 | Shares | Sole | 2023-05-12 | |
| 2021-03-31 | $1,152,866 | 6,171 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $950,569 | 5,630 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $775,180 | 5,237 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $887,885 | 5,408 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $980,056 | 7,065 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||