Position in LLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$555,769
-$13,789,883 QoQ
Shares Held
7,465
-52.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#3,671
of 4,605 holders
Holding Since
Mar 2021
22 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, 2026Fi3 FINANCIAL ADVISORS, LLC holds $6,620,183 across 8 Drug Manufacturers - General names. LLY ranks #4 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
7,501 | $1,905,028 | |
| 2 | ABBV |
AbbVie Inc.
|
7,080 | $1,781,611 | |
| 3 | GILD |
Gilead Sciences, Inc.
|
9,091 | $1,148,556 | |
| 4 | LLY |
ELI LILLY & Co
This page
|
7,465 | $555,769 | |
| 5 | MRK |
Merck & Co., Inc.
|
3,478 | $446,923 | |
| 6 | AMGN |
Amgen Inc
|
1,043 | $377,691 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
4,064 | $234,167 | |
| 8 | PFE |
Pfizer Inc
|
7,078 | $170,438 |
All Filings in LLY
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $555,769 | 7,465 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,345,652 | 15,597 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $16,315,793 | 15,182 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $11,382,434 | 14,918 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $11,476,240 | 14,722 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $12,404,342 | 15,019 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $11,515,924 | 14,917 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $13,186,330 | 14,884 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $13,455,757 | 14,862 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $11,444,569 | 14,711 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $8,644,120 | 14,829 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,948,449 | 14,798 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $6,880,405 | 14,671 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $5,030,416 | 14,648 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $5,384,433 | 14,718 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $4,743,544 | 14,670 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,802,170 | 14,811 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,216,511 | 14,724 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,071,206 | 14,739 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $3,365,012 | 14,564 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $3,385,879 | 14,752 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,858,953 | 20,656 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||