Position in LLY
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$65,968
+$15,381 QoQ
Shares Held
55
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#4,513
of 4,605 holders
Holding Since
Jun 2023
13 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, 2026CGC Financial Services, LLC holds $1,470,328 across 8 Drug Manufacturers - General names. LLY ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
3,065 | $778,418 | |
| 2 | ABBV |
AbbVie Inc.
|
773 | $194,517 | |
| 3 | MRK |
Merck & Co., Inc.
|
1,045 | $134,282 | |
| 4 | NVS |
Novartis AG
|
816 | $127,883 | |
| 5 | PFE |
Pfizer Inc
|
3,888 | $93,623 | |
| 6 | LLY |
ELI LILLY & Co
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|
55 | $65,968 | |
| 7 | AMGN |
Amgen Inc
|
175 | $63,371 | |
| 8 | GSK |
GSK plc
|
234 | $12,266 |
All Filings in LLY
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,968 | 55 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $50,587 | 55 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $59,107 | 55 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $41,965 | 55 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $42,874 | 55 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $87,546 | 106 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $3,088 | 4 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,543 | 4 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,621 | 4 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,111 | 4 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,331 | 4 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $2,148 | 4 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,875 | 4 | Shares | Sole | 2023-09-13 | |
| No filing history on record for this holder in this stock. | ||||||