Position in LLY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,535,694
+$898,424 QoQ
Shares Held
5,449
-11.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#1,516
of 4,605 holders
Holding Since
Jun 2022
14 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, 2026Stamos Capital Partners, L.P. holds $64,248,987 across 8 Drug Manufacturers - General names. LLY ranks #5 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
|
179,799 | $23,104,171 | |
| 2 | JNJ |
Johnson & Johnson
|
43,175 | $10,965,154 | |
| 3 | NVO |
Novo Nordisk A S
|
184,608 | $8,850,107 | |
| 4 | PFE |
Pfizer Inc
|
297,285 | $7,158,622 | |
| 5 | LLY |
ELI LILLY & Co
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|
5,449 | $6,535,694 | |
| 6 | GSK |
GSK plc
|
114,724 | $6,013,832 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
6,763 | $854,437 | |
| 8 | AMGN |
Amgen Inc
|
2,118 | $766,970 |
All Filings in LLY
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,535,694 | 5,449 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,637,270 | 6,129 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,134,821 | 4,778 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,732,126 | 6,202 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,196,989 | 5,384 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,267,122 | 2,745 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,497,680 | 1,940 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,009,971 | 1,140 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $534,174 | 590 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $497,894 | 640 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $507,140 | 870 | Shares | Sole | 2024-02-13 | |
| 2022-12-31 | $3,958,388 | 10,820 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,332,041 | 16,490 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,536,850 | 4,740 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||