Position in LLY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,154,176
+$637,476 QoQ
Shares Held
1,796
+8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#2,430
of 4,605 holders
Holding Since
Mar 2024
10 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, 2026Root Financial Partners, LLC holds $9,940,356 across 9 Drug Manufacturers - General names. LLY ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
9,301 | $2,362,174 | |
| 2 | LLY |
ELI LILLY & Co
This page
|
1,796 | $2,154,176 | |
| 3 | ABBV |
AbbVie Inc.
|
7,203 | $1,812,562 | |
| 4 | MRK |
Merck & Co., Inc.
|
12,102 | $1,555,107 | |
| 5 | AMGN |
Amgen Inc
|
1,733 | $627,553 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
9,675 | $557,473 | |
| 7 | AZN |
Astrazeneca PLC
|
1,729 | $327,852 | |
| 8 | PFE |
Pfizer Inc
|
12,637 | $304,298 |
All Filings in LLY
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,154,176 | 1,796 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,516,700 | 1,649 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,173,530 | 2,953 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,148,608 | 2,816 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,353,401 | 3,019 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,972,273 | 2,388 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,872,100 | 2,425 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,941,980 | 2,192 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $418,285 | 462 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $328,299 | 422 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||