Position in LLY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$11,494,138
+$2,573,289 QoQ
Shares Held
9,583
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.22%
of 13F equity value
Holder Rank
#1,182
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, 2026Shepherd Financial Partners LLC holds $27,627,511 across 8 Drug Manufacturers - General names. LLY ranks #1 (41.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
9,583 | $11,494,138 | |
| 2 | ABBV |
AbbVie Inc.
|
25,552 | $6,429,905 | |
| 3 | MRK |
Merck & Co., Inc.
|
32,703 | $4,202,335 | |
| 4 | JNJ |
Johnson & Johnson
|
11,597 | $2,945,290 | |
| 5 | AMGN |
Amgen Inc
|
4,462 | $1,615,779 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
3,173 | $400,876 | |
| 7 | PFE |
Pfizer Inc
|
13,337 | $321,154 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
3,784 | $218,034 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,494,138 | 9,583 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $8,920,849 | 9,699 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $10,560,881 | 9,827 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,446,880 | 9,760 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $7,584,047 | 9,729 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,851,926 | 9,507 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $7,069,204 | 9,157 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $9,888,862 | 11,162 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $9,897,614 | 10,932 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $8,474,318 | 10,893 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $6,482,070 | 11,120 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $6,004,576 | 11,179 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,319,640 | 11,343 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,790,326 | 11,037 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $4,019,484 | 10,987 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,561,053 | 11,013 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,194,887 | 12,938 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,977,392 | 13,889 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,744,162 | 13,555 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,653,162 | 7,155 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,651,855 | 7,197 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,251,133 | 6,697 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,066,899 | 6,319 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $895,817 | 6,052 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,001,990 | 6,103 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $854,515 | 6,160 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||