Position in LLY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,208,475
+$749,011 QoQ
Shares Held
2,675
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.15%
of 13F equity value
Holder Rank
#2,064
of 4,605 holders
Holding Since
Dec 2023
11 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, 2026Lummis Asset Management, LP holds $9,288,276 across 6 Drug Manufacturers - General names. LLY ranks #2 (34.5% of the industry book) .
All Filings in LLY
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,208,475 | 2,675 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,459,464 | 2,674 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,873,694 | 2,674 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,040,262 | 2,674 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,084,463 | 2,674 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,208,483 | 2,674 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,632 | 6 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $5,315 | 6 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $5,432 | 6 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,667 | 6 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $1,558,728 | 2,674 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||