Position in LLY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$393,650,559
+$92,355,982 QoQ
Shares Held
328,198
+0.2% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
65.44%
of 13F equity value
Holder Rank
#179
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)
Derivatives in LLY
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$22,069,513
PutShares
18,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Bedel Financial Consulting, Inc. holds $404,013,991 across 11 Drug Manufacturers - General names. LLY ranks #1 (97.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
328,198 | $393,650,559 | |
| 2 | JNJ |
Johnson & Johnson
|
13,084 | $3,322,943 | |
| 3 | ABBV |
AbbVie Inc.
|
11,757 | $2,958,531 | |
| 4 | MRK |
Merck & Co., Inc.
|
7,015 | $901,427 | |
| 5 | PFE |
Pfizer Inc
|
31,588 | $760,639 | |
| 6 | NVS |
Novartis AG
|
4,326 | $677,970 | |
| 7 | AMGN |
Amgen Inc
|
1,648 | $596,773 | |
| 8 | GSK |
GSK plc
|
7,562 | $396,400 |
All Filings in LLY
Export CSV
37 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393,650,559 | 328,198 | Shares | Sole | 2026-07-29 | |
| 2026-06-30 | $22,069,513 | 18,400 | Put | Sole | 2026-07-29 | |
| 2026-03-31 | $301,294,577 | 327,576 | Shares | Sole | 2026-05-04 | |
| 2026-03-31 | $16,923,768 | 18,400 | Put | Sole | 2026-05-04 | |
| 2025-12-31 | $71,755 | 17,400 | Put | Sole | 2026-01-28 | |
| 2025-12-31 | $352,534,835 | 328,037 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $578,274 | 17,400 | Put | Sole | 2025-11-07 | |
| 2025-09-30 | $250,631,003 | 328,481 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $256,223,715 | 328,690 | Shares | Sole | 2025-08-12 | |
| 2025-06-30 | $814,018 | 17,400 | Put | Sole | 2025-08-12 | |
| 2025-03-31 | $980,324 | 17,400 | Put | Sole | 2025-05-07 | |
| 2025-03-31 | $271,446,884 | 328,664 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $251,567,008 | 325,864 | Shares | Sole | 2025-02-06 | |
| 2024-12-31 | $681,093 | 17,400 | Put | Sole | 2025-02-06 | |
| 2024-09-30 | $22,117 | 15,200 | Put | Sole | 2024-11-12 | |
| 2024-09-30 | $288,687,978 | 325,855 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $296,158,851 | 327,110 | Shares | Sole | 2024-08-05 | |
| 2024-06-30 | $19,480 | 15,200 | Put | Sole | 2024-08-05 | |
| 2024-03-31 | $93,645 | 15,200 | Put | Sole | 2024-05-07 | |
| 2024-03-31 | $256,881,614 | 330,199 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $521,315 | 15,200 | Put | Sole | 2024-02-13 | |
| 2023-12-31 | $192,662,637 | 330,513 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $174,857,837 | 325,541 | Shares | Sole | 2024-02-08 | |
| 2023-06-30 | $151,088,941 | 322,165 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $110,733,718 | 322,444 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $118,170,710 | 323,012 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $104,573,330 | 323,406 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $107,754,273 | 332,339 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $95,102,617 | 332,097 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $91,568,863 | 331,507 | Shares | Other | 2022-01-11 | |
| 2021-09-30 | $77,001,340 | 333,267 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $75,894,001 | 330,664 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $61,626,687 | 329,872 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $55,867,298 | 330,889 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $49,518,462 | 334,539 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $54,955,971 | 334,730 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $46,666,101 | 336,405 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||