Position in LLY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$37,776,050
+$11,725,405 QoQ
Shares Held
31,495
+11.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#622
of 4,605 holders
Holding Since
Dec 2021
19 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, 2026Summit Financial, LLC holds $139,079,585 across 13 Drug Manufacturers - General names. LLY ranks #1 (27.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
31,495 | $37,776,050 | |
| 2 | JNJ |
Johnson & Johnson
|
119,066 | $30,239,192 | |
| 3 | ABBV |
AbbVie Inc.
|
93,109 | $23,429,948 | |
| 4 | MRK |
Merck & Co., Inc.
|
153,789 | $19,761,886 | |
| 5 | AMGN |
Amgen Inc
|
19,430 | $7,035,991 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
91,557 | $5,275,514 | |
| 7 | PFE |
Pfizer Inc
|
192,213 | $4,628,489 | |
| 8 | AZN |
Astrazeneca PLC
|
23,684 | $4,490,960 |
All Filings in LLY
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,776,050 | 31,495 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $26,050,645 | 28,323 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,387,796 | 15,249 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,351,151 | 14,877 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,961,750 | 14,062 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,313,964 | 12,488 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $9,625,296 | 12,468 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,744,434 | 6,484 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,581,652 | 8,374 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,894,332 | 2,435 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,620,517 | 2,780 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,587,756 | 2,956 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,911,158 | 10,472 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,198,535 | 3,490 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $938,013 | 2,564 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $755,345 | 2,336 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $345,629 | 1,066 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $308,706 | 1,078 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $297,488 | 1,077 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||