Position in LLY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$7,813,087
+$1,797,792 QoQ
Shares Held
6,514
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#1,401
of 4,605 holders
Holding Since
Dec 2020
23 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, 2026Berger Financial Group, Inc holds $30,167,656 across 8 Drug Manufacturers - General names. LLY ranks #2 (25.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
39,841 | $10,118,418 | |
| 2 | LLY |
ELI LILLY & Co
This page
|
6,514 | $7,813,087 | |
| 3 | GILD |
Gilead Sciences, Inc.
|
46,072 | $5,820,736 | |
| 4 | ABBV |
AbbVie Inc.
|
14,283 | $3,594,174 | |
| 5 | AMGN |
Amgen Inc
|
3,591 | $1,300,372 | |
| 6 | MRK |
Merck & Co., Inc.
|
8,364 | $1,074,774 | |
| 7 | PFE |
Pfizer Inc
|
9,471 | $228,061 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
3,784 | $218,034 |
All Filings in LLY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,813,087 | 6,514 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $6,015,295 | 6,540 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $7,058,498 | 6,568 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $5,160,169 | 6,763 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $5,232,205 | 6,712 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $5,403,929 | 6,543 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $5,051,968 | 6,544 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,086,181 | 5,741 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,625,602 | 2,900 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,221,853 | 2,856 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,604,195 | 2,752 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,498,055 | 2,789 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,301,419 | 2,775 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $981,150 | 2,857 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $879,479 | 2,404 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $657,370 | 2,033 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $466,566 | 1,439 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $400,631 | 1,399 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $430,350 | 1,558 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $324,625 | 1,405 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $277,719 | 1,210 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $266,031 | 1,424 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $229,960 | 1,362 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||