Position in LLY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,304,105
+$840,751 QoQ
Shares Held
1,921
+20.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#2,365
of 4,605 holders
Holding Since
Sep 2021
20 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, 2026XML Financial, LLC holds $41,755,485 across 10 Drug Manufacturers - General names. LLY ranks #7 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
60,680 | $15,410,899 | |
| 2 | MRK |
Merck & Co., Inc.
|
59,108 | $7,595,378 | |
| 3 | AMGN |
Amgen Inc
|
18,659 | $6,756,797 | |
| 4 | BMY |
Bristol Myers Squibb Co
|
46,441 | $2,675,930 | |
| 5 | ABBV |
AbbVie Inc.
|
9,996 | $2,515,393 | |
| 6 | PFE |
Pfizer Inc
|
99,422 | $2,394,081 | |
| 7 | LLY |
ELI LILLY & Co
This page
|
1,921 | $2,304,105 | |
| 8 | NVS |
Novartis AG
|
5,376 | $842,526 |
All Filings in LLY
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,304,105 | 1,921 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,463,354 | 1,591 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,788,267 | 1,664 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,049,125 | 1,375 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,301,815 | 1,670 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,379,269 | 1,670 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,408,900 | 1,825 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,572,543 | 1,775 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,591,658 | 1,758 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,367,653 | 1,758 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $872,631 | 1,497 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $841,145 | 1,566 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $781,320 | 1,666 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $577,975 | 1,683 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $579,124 | 1,583 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $502,162 | 1,553 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $299,264 | 923 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $424,400 | 1,482 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $327,873 | 1,187 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $274,025 | 1,186 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||