Position in LLY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,176,965
+$177,386 QoQ
Shares Held
1,815
-16.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#2,412
of 4,605 holders
Holding Since
Dec 2022
15 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, 2026Ethos Financial Group, LLC holds $12,236,698 across 9 Drug Manufacturers - General names. LLY ranks #3 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
11,831 | $3,004,719 | |
| 2 | ABBV |
AbbVie Inc.
|
11,698 | $2,943,684 | |
| 3 | LLY |
ELI LILLY & Co
This page
|
1,815 | $2,176,965 | |
| 4 | PFE |
Pfizer Inc
|
52,416 | $1,262,177 | |
| 5 | AMGN |
Amgen Inc
|
2,527 | $915,077 | |
| 6 | MRK |
Merck & Co., Inc.
|
6,957 | $893,974 | |
| 7 | NVS |
Novartis AG
|
2,892 | $453,234 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
3,022 | $381,799 |
All Filings in LLY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,176,965 | 1,815 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,999,579 | 2,174 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,340,653 | 2,178 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,152,130 | 1,510 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,205,932 | 1,547 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,375,966 | 1,666 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,283,064 | 1,662 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $884,168 | 998 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,229,506 | 1,358 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $960,780 | 1,235 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $968,813 | 1,662 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $537,130 | 1,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $332,975 | 710 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $243,828 | 710 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $300,720 | 822 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||