Position in LLY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$7,912,640
+$2,078,539 QoQ
Shares Held
6,597
+4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.63%
of 13F equity value
Holder Rank
#1,398
of 4,626 holders
Holding Since
Mar 2021
22 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, 2026Symphony Financial, Ltd. Co. holds $35,464,128 across 10 Drug Manufacturers - General names. LLY ranks #2 (22.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
42,065 | $10,683,248 | |
| 2 | LLY |
ELI LILLY & Co
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|
6,597 | $7,912,640 | |
| 3 | ABBV |
AbbVie Inc.
|
26,093 | $6,566,042 | |
| 4 | MRK |
Merck & Co., Inc.
|
35,684 | $4,585,394 | |
| 5 | AMGN |
Amgen Inc
|
8,993 | $3,256,545 | |
| 6 | PFE |
Pfizer Inc
|
40,314 | $970,761 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
10,467 | $603,108 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
3,533 | $446,359 |
All Filings in LLY
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,912,640 | 6,597 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $5,834,101 | 6,343 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $6,451,304 | 6,003 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,732,126 | 6,202 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $13,272,277 | 17,026 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,002,005 | 2,424 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,697,108 | 4,789 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4,668,017 | 5,269 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,379,323 | 4,837 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,399,228 | 3,084 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $2,540,948 | 4,359 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,630,726 | 3,036 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,961,274 | 4,182 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,580,075 | 4,601 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $501,566 | 1,371 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $526,090 | 1,627 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $542,761 | 1,674 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $495,420 | 1,730 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $366,543 | 1,327 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $273,101 | 1,182 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $298,605 | 1,301 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $353,837 | 1,894 | Shares | Sole | 2021-04-15 | |
| No filing history on record for this holder in this stock. | ||||||