Position in LLY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,023,862
+$1,610,096 QoQ
Shares Held
5,856
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.13%
of 13F equity value
Holder Rank
#1,470
of 4,605 holders
Holding Since
Mar 2020
20 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, 2026Beaton Management Co. Inc. holds $24,228,910 across 8 Drug Manufacturers - General names. LLY ranks #1 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
5,856 | $7,023,862 | |
| 2 | JNJ |
Johnson & Johnson
|
21,384 | $5,430,894 | |
| 3 | ABBV |
AbbVie Inc.
|
15,542 | $3,910,988 | |
| 4 | MRK |
Merck & Co., Inc.
|
21,587 | $2,773,929 | |
| 5 | NVS |
Novartis AG
|
8,873 | $1,390,576 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
23,369 | $1,346,521 | |
| 7 | AMGN |
Amgen Inc
|
3,409 | $1,234,467 | |
| 8 | PFE |
Pfizer Inc
|
46,415 | $1,117,673 |
All Filings in LLY
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,023,862 | 5,856 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,413,766 | 5,886 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,352,434 | 5,911 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,525,353 | 5,931 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,607,801 | 5,911 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,881,954 | 5,911 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,563,292 | 5,911 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $5,091,497 | 5,747 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $5,189,638 | 5,732 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,455,376 | 5,727 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,322,644 | 5,700 | Shares | Sole | 2024-02-09 | |
| 2022-03-31 | $1,391,185 | 4,858 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,341,876 | 4,858 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,142,080 | 4,943 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,134,517 | 4,943 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $839,382 | 4,493 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $758,598 | 4,493 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $665,053 | 4,493 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $737,660 | 4,493 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $623,268 | 4,493 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||