Position in LLY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,846,897
+$726,328 QoQ
Shares Held
4,041
-9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#1,739
of 4,605 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $24,607,939 across 14 Drug Manufacturers - General names. LLY ranks #1 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
4,041 | $4,846,897 | |
| 2 | JNJ |
Johnson & Johnson
|
14,929 | $3,791,518 | |
| 3 | MRK |
Merck & Co., Inc.
|
24,511 | $3,149,663 | |
| 4 | NVS |
Novartis AG
|
13,900 | $2,178,408 | |
| 5 | AZN |
Astrazeneca PLC
|
11,123 | $2,109,143 | |
| 6 | ABBV |
AbbVie Inc.
|
7,480 | $1,882,267 | |
| 7 | PFE |
Pfizer Inc
|
66,535 | $1,602,162 | |
| 8 | AMGN |
Amgen Inc
|
3,219 | $1,165,664 |
All Filings in LLY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,846,897 | 4,041 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,120,569 | 4,480 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,981,142 | 4,635 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $3,321,339 | 4,353 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $3,481,380 | 4,466 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $3,449,826 | 4,177 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $2,549,144 | 3,302 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $2,427,475 | 2,740 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,494,321 | 2,755 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,896,666 | 2,438 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,387,349 | 2,380 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,383,646 | 2,576 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $958,595 | 2,044 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $744,877 | 2,169 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $769,727 | 2,104 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $735,944 | 2,276 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $719,790 | 2,220 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $712,488 | 2,488 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $685,025 | 2,480 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $505,537 | 2,188 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $481,532 | 2,098 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $367,288 | 1,966 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $358,785 | 2,125 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $239,644 | 1,619 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $270,568 | 1,648 | Shares | Defined | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||