Benchmark Financial Wealth Advisors, LLC
Position in LLY — ELI LILLY & Co
CIK 1757706
BOCA RATON, FL
Position in LLY
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,170,643
+$282,146 QoQ
Shares Held
976
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#2,988
of 4,605 holders
Holding Since
Jun 2023
13 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, 2026Benchmark Financial Wealth Advisors, LLC holds $6,259,679 across 8 Drug Manufacturers - General names. LLY ranks #2 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BMY |
Bristol Myers Squibb Co
|
26,443 | $1,523,645 | |
| 2 | LLY |
ELI LILLY & Co
This page
|
976 | $1,170,643 | |
| 3 | MRK |
Merck & Co., Inc.
|
7,860 | $1,010,010 | |
| 4 | ABBV |
AbbVie Inc.
|
3,881 | $976,614 | |
| 5 | AMGN |
Amgen Inc
|
1,801 | $652,178 | |
| 6 | PFE |
Pfizer Inc
|
14,858 | $357,780 | |
| 7 | JNJ |
Johnson & Johnson
|
1,211 | $307,557 | |
| 8 | NVS |
Novartis AG
|
1,667 | $261,252 |
All Filings in LLY
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,170,643 | 976 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $888,497 | 966 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $944,643 | 879 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $666,862 | 874 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $710,931 | 912 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $730,930 | 885 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $662,376 | 858 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $771,653 | 871 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $774,099 | 855 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $684,604 | 880 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $477,411 | 819 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $434,001 | 808 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $370,025 | 789 | Shares | Sole | 2023-07-25 | |
| No filing history on record for this holder in this stock. | ||||||