Position in LLY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,709,287
+$1,403,844 QoQ
Shares Held
4,760
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#1,610
of 4,605 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Beaumont Financial Advisors, LLC holds $40,048,849 across 7 Drug Manufacturers - General names. LLY ranks #2 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
111,216 | $28,245,527 | |
| 2 | LLY |
ELI LILLY & Co
This page
|
4,760 | $5,709,287 | |
| 3 | MRK |
Merck & Co., Inc.
|
15,195 | $1,952,557 | |
| 4 | ABBV |
AbbVie Inc.
|
7,660 | $1,927,562 | |
| 5 | AMGN |
Amgen Inc
|
4,130 | $1,495,555 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
8,606 | $495,877 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
1,761 | $222,484 |
All Filings in LLY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,709,287 | 4,760 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $4,305,443 | 4,681 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,052,071 | 4,701 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $3,655,533 | 4,791 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,505,546 | 4,497 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,760,368 | 4,553 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,290,776 | 5,558 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $5,113,645 | 5,772 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $5,005,846 | 5,529 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $4,607,857 | 5,923 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,705,039 | 6,356 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $3,344,708 | 6,227 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,952,698 | 6,296 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,099,669 | 6,114 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,225,770 | 6,084 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||