Position in LLY
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$5,802,842
+$1,442,213 QoQ
Shares Held
4,838
+2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.16%
of 13F equity value
Holder Rank
#1,595
of 4,605 holders
Holding Since
Sep 2021
14 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, 2026CFS Investment Advisory Services, LLC holds $28,816,926 across 9 Drug Manufacturers - General names. LLY ranks #3 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
29,062 | $7,380,876 | |
| 2 | ABBV |
AbbVie Inc.
|
24,175 | $6,083,397 | |
| 3 | LLY |
ELI LILLY & Co
This page
|
4,838 | $5,802,842 | |
| 4 | MRK |
Merck & Co., Inc.
|
26,467 | $3,401,009 | |
| 5 | AMGN |
Amgen Inc
|
9,251 | $3,349,972 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
11,660 | $1,473,124 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
9,415 | $542,492 | |
| 8 | PFE |
Pfizer Inc
|
16,411 | $395,176 |
All Filings in LLY
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,802,842 | 4,838 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $4,360,629 | 4,741 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $5,235,841 | 4,872 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,351,859 | 4,393 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,528,152 | 4,526 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,541,502 | 4,288 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,270,964 | 4,237 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,717,404 | 4,196 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,274,282 | 6,930 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $1,272,811 | 2,714 | Shares | Sole | 2023-07-21 | |
| 2022-06-30 | $531,088 | 1,638 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $2,000 | 547,539 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $445,266 | 1,612 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $372,452 | 1,612 | Shares | Sole | 2021-11-19 | |
| No filing history on record for this holder in this stock. | ||||||