Position in LLY
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$4,232,788
+$1,261,931 QoQ
Shares Held
3,529
+9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.98%
of 13F equity value
Holder Rank
#1,846
of 4,605 holders
Holding Since
Mar 2025
6 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, 2026RETIREMENT GUYS FORMULA LLC holds $17,180,779 across 7 Drug Manufacturers - General names. LLY ranks #2 (24.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
16,934 | $4,300,727 | |
| 2 | LLY |
ELI LILLY & Co
This page
|
3,529 | $4,232,788 | |
| 3 | GILD |
Gilead Sciences, Inc.
|
23,848 | $3,012,956 | |
| 4 | MRK |
Merck & Co., Inc.
|
19,784 | $2,542,244 | |
| 5 | NVS |
Novartis AG
|
9,489 | $1,487,116 | |
| 6 | AZN |
Astrazeneca PLC
|
7,056 | $1,337,958 | |
| 7 | ABBV |
AbbVie Inc.
|
1,061 | $266,990 |
All Filings in LLY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,232,788 | 3,529 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,970,857 | 3,230 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,278,321 | 2,120 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,917,419 | 2,513 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,835,013 | 2,354 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,613,002 | 1,953 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||