Position in LLY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$40,780
+$9,508 QoQ
Shares Held
34
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,976
of 2,003 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, 2026New England Capital Financial Advisors LLC holds $1,698,786 across 11 Drug Manufacturers - General names. LLY ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
2,860 | $726,354 | |
| 2 | MRK |
Merck & Co., Inc.
|
2,193 | $281,800 | |
| 3 | BMY |
Bristol Myers Squibb Co
|
4,319 | $248,860 | |
| 4 | PFE |
Pfizer Inc
|
5,713 | $137,569 | |
| 5 | AZN |
Astrazeneca PLC
|
560 | $106,187 | |
| 6 | ABBV |
AbbVie Inc.
|
363 | $91,345 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
390 | $49,272 | |
| 8 | LLY |
ELI LILLY & Co
This page
|
34 | $40,780 |
All Filings in LLY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,780 | 34 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $31,272 | 34 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $36,539 | 34 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $10,682 | 14 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $10,913 | 14 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $11,562 | 14 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $10,808 | 14 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $12,403 | 14 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $12,675 | 14 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $10,891 | 14 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $8,160 | 14 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $7,519 | 14 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $53,932 | 115 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $39,493 | 115 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $36,584 | 100 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||