Position in LLY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$6,301,805
+$1,589,824 QoQ
Shares Held
5,254
+2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#1,538
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, 2026Forum Financial Management, LP holds $152,921,703 across 8 Drug Manufacturers - General names. LLY ranks #3 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
348,009 | $126,021,019 | |
| 2 | ABBV |
AbbVie Inc.
|
54,689 | $13,761,939 | |
| 3 | LLY |
ELI LILLY & Co
This page
|
5,254 | $6,301,805 | |
| 4 | JNJ |
Johnson & Johnson
|
12,625 | $3,206,371 | |
| 5 | MRK |
Merck & Co., Inc.
|
10,899 | $1,400,521 | |
| 6 | PFE |
Pfizer Inc
|
38,668 | $931,125 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
7,049 | $890,570 | |
| 8 | BIIB |
Biogen Inc.
|
1,890 | $408,353 |
All Filings in LLY
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,301,805 | 5,254 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $4,711,981 | 5,123 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $9,313,176 | 8,666 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $6,461,084 | 8,468 | Shares | Other | 2025-10-24 | |
| 2025-06-30 | $6,863,760 | 8,805 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $6,911,213 | 8,368 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,650,780 | 8,615 | Shares | Other | 2025-02-20 | |
| 2024-09-30 | $7,397,598 | 8,350 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $7,836,062 | 8,655 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $6,779,142 | 8,714 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $4,996,206 | 8,571 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $4,873,379 | 9,073 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $4,229,261 | 9,018 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,106,576 | 9,046 | Shares | Other | 2023-04-19 | |
| 2022-12-31 | $3,329,509 | 9,101 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $2,806,031 | 8,678 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,815,613 | 8,684 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,454,763 | 8,572 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,222,189 | 8,045 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||