Position in LLY
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,611,159
-$339,463 QoQ
Shares Held
2,177
-32.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.87%
of 13F equity value
Holder Rank
#2,253
of 4,605 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026GoalVest Advisory LLC holds $8,839,620 across 11 Drug Manufacturers - General names. LLY ranks #2 (29.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
10,483 | $2,662,367 | |
| 2 | LLY |
ELI LILLY & Co
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|
2,177 | $2,611,159 | |
| 3 | MRK |
Merck & Co., Inc.
|
13,375 | $1,718,687 | |
| 4 | ABBV |
AbbVie Inc.
|
6,577 | $1,655,036 | |
| 5 | AMGN |
Amgen Inc
|
195 | $70,613 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
387 | $48,893 | |
| 7 | BIIB |
Biogen Inc.
|
198 | $42,779 | |
| 8 | PFE |
Pfizer Inc
|
924 | $22,249 |
All Filings in LLY
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,611,159 | 2,177 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,950,622 | 3,208 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,584,605 | 2,405 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $1,088,801 | 1,427 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,152,924 | 1,479 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,036,517 | 1,255 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $936,436 | 1,213 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,037,435 | 1,171 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,069,253 | 1,181 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $905,545 | 1,164 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $80,442 | 138 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $176,178 | 328 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $114,900 | 245 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $51,513 | 150 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $54,876 | 150 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $48,502 | 150 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $48,634 | 150 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $42,955 | 150 | Shares | Sole | 2022-05-03 | |
| 2021-06-30 | $68,856 | 300 | Shares | Sole | 2021-09-01 | |
| 2021-03-31 | $56,046 | 300 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $50,652 | 300 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||