Position in LLY
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$9,583,446
+$2,180,218 QoQ
Shares Held
7,990
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#1,285
of 4,605 holders
Holding Since
Dec 2021
19 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, 2026Everhart Financial Group, Inc. holds $28,655,287 across 10 Drug Manufacturers - General names. LLY ranks #1 (33.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
7,990 | $9,583,446 | |
| 2 | ABBV |
AbbVie Inc.
|
25,328 | $6,373,537 | |
| 3 | JNJ |
Johnson & Johnson
|
18,334 | $4,656,285 | |
| 4 | MRK |
Merck & Co., Inc.
|
19,484 | $2,503,694 | |
| 5 | AMGN |
Amgen Inc
|
5,085 | $1,841,380 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
9,646 | $1,218,675 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
21,040 | $1,212,324 | |
| 8 | PFE |
Pfizer Inc
|
27,433 | $660,586 |
All Filings in LLY
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,583,446 | 7,990 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $7,403,228 | 8,049 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $8,139,627 | 7,574 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $4,915,246 | 6,442 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,079,417 | 6,516 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $4,763,022 | 5,767 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $3,840,700 | 4,975 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $4,813,312 | 5,433 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,310,514 | 4,761 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,342,116 | 4,296 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,254,151 | 3,867 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,937,427 | 3,607 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,579,055 | 3,367 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,081,086 | 3,148 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,096,788 | 2,998 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $885,655 | 2,739 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $798,902 | 2,464 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $548,971 | 1,917 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $348,037 | 1,260 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||