Position in LLY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,890,626
+$765,038 QoQ
Shares Held
2,410
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#2,162
of 4,605 holders
Holding Since
Jun 2021
21 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, 2026Klingman & Associates, LLC holds $15,277,947 across 11 Drug Manufacturers - General names. LLY ranks #3 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
17,448 | $4,431,268 | |
| 2 | ABBV |
AbbVie Inc.
|
13,168 | $3,313,595 | |
| 3 | LLY |
ELI LILLY & Co
This page
|
2,410 | $2,890,626 | |
| 4 | MRK |
Merck & Co., Inc.
|
10,463 | $1,344,495 | |
| 5 | AMGN |
Amgen Inc
|
2,140 | $774,936 | |
| 6 | NVS |
Novartis AG
|
4,523 | $708,844 | |
| 7 | PFE |
Pfizer Inc
|
28,237 | $679,946 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
2,664 | $336,569 |
All Filings in LLY
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,890,626 | 2,410 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,125,588 | 2,311 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,474,988 | 2,303 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,813,651 | 2,377 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,739,910 | 2,232 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,557,666 | 1,886 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,331,700 | 1,725 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,469,774 | 1,659 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,428,689 | 1,578 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,000,456 | 1,286 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $744,388 | 1,277 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $666,041 | 1,240 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $612,018 | 1,305 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $373,984 | 1,089 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $398,033 | 1,088 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $343,397 | 1,062 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $333,632 | 1,029 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $311,856 | 1,089 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $273,734 | 991 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $222,963 | 965 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $213,912 | 932 | Shares | Sole | 2021-07-27 | |
| No filing history on record for this holder in this stock. | ||||||