Position in LLY
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$236,287
+$36,697 QoQ
Shares Held
197
-9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#4,329
of 4,605 holders
Holding Since
Dec 2023
11 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, 2026BURKETT FINANCIAL SERVICES, LLC holds $1,754,526 across 8 Drug Manufacturers - General names. LLY ranks #3 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
2,019 | $731,120 | |
| 2 | JNJ |
Johnson & Johnson
|
2,740 | $695,877 | |
| 3 | LLY |
ELI LILLY & Co
This page
|
197 | $236,287 | |
| 4 | ABBV |
AbbVie Inc.
|
228 | $57,373 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
138 | $17,434 | |
| 6 | MRK |
Merck & Co., Inc.
|
72 | $9,252 | |
| 7 | PFE |
Pfizer Inc
|
205 | $4,936 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
39 | $2,247 |
All Filings in LLY
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,287 | 197 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $199,590 | 217 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $249,325 | 232 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $188,461 | 247 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $277,512 | 356 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $295,675 | 358 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $275,604 | 357 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $326,025 | 368 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $332,274 | 367 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $315,851 | 406 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $227,338 | 390 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||