Position in LLY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,934,680
+$278,175 QoQ
Shares Held
1,613
-10.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#2,528
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, 2026Marshall Financial Group, LLC holds $15,627,500 across 8 Drug Manufacturers - General names. LLY ranks #5 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
|
35,820 | $4,602,870 | |
| 2 | NVS |
Novartis AG
|
17,632 | $2,763,287 | |
| 3 | JNJ |
Johnson & Johnson
|
10,123 | $2,570,938 | |
| 4 | AMGN |
Amgen Inc
|
6,736 | $2,439,240 | |
| 5 | LLY |
ELI LILLY & Co
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|
1,613 | $1,934,680 | |
| 6 | AZN |
Astrazeneca PLC
|
4,153 | $787,491 | |
| 7 | NVO |
Novo Nordisk A S
|
5,607 | $268,799 | |
| 8 | ABBV |
AbbVie Inc.
|
1,034 | $260,195 |
All Filings in LLY
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,934,680 | 1,613 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,656,505 | 1,801 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,984,934 | 1,847 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,332,491 | 3,057 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $2,329,235 | 2,988 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $3,380,449 | 4,093 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $3,220,784 | 4,172 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,689,940 | 4,165 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,831,568 | 4,232 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $3,370,122 | 4,332 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,525,209 | 4,332 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,887,073 | 5,375 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,594,866 | 5,533 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,910,102 | 5,562 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,155,895 | 5,893 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,092,074 | 6,470 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,098,740 | 6,473 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,017,190 | 7,044 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,873,324 | 6,782 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,438,979 | 6,228 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,384,694 | 6,033 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,354,071 | 7,248 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,203,491 | 7,128 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||