Position in LLY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,079,586
+$1,219,312 QoQ
Shares Held
4,235
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#1,702
of 4,605 holders
Holding Since
Jun 2021
21 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, 2026Souders Financial Advisors holds $13,208,144 across 10 Drug Manufacturers - General names. LLY ranks #1 (38.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
4,235 | $5,079,586 | |
| 2 | ABBV |
AbbVie Inc.
|
8,246 | $2,075,023 | |
| 3 | AMGN |
Amgen Inc
|
5,104 | $1,848,260 | |
| 4 | MRK |
Merck & Co., Inc.
|
12,395 | $1,592,757 | |
| 5 | JNJ |
Johnson & Johnson
|
3,322 | $843,688 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
3,223 | $407,193 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
6,899 | $397,520 | |
| 8 | AZN |
Astrazeneca PLC
|
1,928 | $365,587 |
All Filings in LLY
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,079,586 | 4,235 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,860,274 | 4,197 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,132,144 | 3,845 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,685,760 | 3,520 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,306,629 | 2,959 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,386,879 | 2,890 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,291,296 | 2,968 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,823,490 | 3,187 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,905,364 | 3,209 | Shares | Sole | 2024-08-28 | |
| 2024-03-31 | $2,519,812 | 3,239 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,840,278 | 3,157 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,753,729 | 3,265 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,571,083 | 3,350 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,072,500 | 3,123 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,024,352 | 2,800 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $733,681 | 2,269 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $299,588 | 924 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $263,174 | 919 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $257,437 | 932 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $209,331 | 906 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $207,945 | 906 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||