Position in LLY
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$4,551,837
+$1,512,917 QoQ
Shares Held
3,795
+14.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#1,791
of 4,605 holders
Holding Since
Mar 2020
24 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, 2026Zhang Financial LLC holds $31,257,937 across 10 Drug Manufacturers - General names. LLY ranks #4 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
37,000 | $9,310,680 | |
| 2 | AMGN |
Amgen Inc
|
21,288 | $7,708,810 | |
| 3 | JNJ |
Johnson & Johnson
|
19,501 | $4,952,668 | |
| 4 | LLY |
ELI LILLY & Co
This page
|
3,795 | $4,551,837 | |
| 5 | MRK |
Merck & Co., Inc.
|
23,571 | $3,028,873 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
3,636 | $459,372 | |
| 7 | AZN |
Astrazeneca PLC
|
2,270 | $430,437 | |
| 8 | PFE |
Pfizer Inc
|
14,553 | $350,436 |
All Filings in LLY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,551,837 | 3,795 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,038,920 | 3,304 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,858,649 | 2,660 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,989,141 | 2,607 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,011,187 | 2,580 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,116,807 | 2,563 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,969,372 | 2,551 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,600,893 | 1,807 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,626,967 | 1,797 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,485,903 | 1,910 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $974,642 | 1,672 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $879,818 | 1,638 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $613,425 | 1,308 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $455,374 | 1,326 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $353,767 | 967 | Shares | Sole | 2023-05-17 | |
| 2022-09-30 | $319,469 | 988 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $419,229 | 1,293 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $358,248 | 1,251 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $248,321 | 899 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $202,861 | 878 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $201,518 | 878 | Shares | Sole | 2021-07-26 | |
| 2020-09-30 | $271,764 | 1,836 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $303,733 | 1,850 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $249,696 | 1,800 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||