Position in LLY
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$6,727,603
+$1,670,708 QoQ
Shares Held
5,609
+2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.09%
of 13F equity value
Holder Rank
#1,504
of 4,621 holders
Holding Since
Dec 2024
7 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, 2026NATURAL INVESTMENTS, LLC holds $27,100,287 across 13 Drug Manufacturers - General names. LLY ranks #2 (24.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
33,331 | $8,387,412 | |
| 2 | LLY |
ELI LILLY & Co
This page
|
5,609 | $6,727,603 | |
| 3 | AZN |
Astrazeneca PLC
|
13,360 | $2,533,323 | |
| 4 | JNJ |
Johnson & Johnson
|
9,613 | $2,441,413 | |
| 5 | MRK |
Merck & Co., Inc.
|
15,454 | $1,985,839 | |
| 6 | AMGN |
Amgen Inc
|
3,879 | $1,404,663 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
7,354 | $929,104 | |
| 8 | NVS |
Novartis AG
|
5,116 | $801,779 |
All Filings in LLY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,727,603 | 5,609 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $5,056,895 | 5,498 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,818,318 | 5,414 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,101,125 | 5,375 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $4,317,037 | 5,538 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,459,088 | 5,399 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,185,784 | 5,422 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||