Optimist Retirement Group LLC

Pension

Position in LLY — ELI LILLY & Co

CIK 2011850 BELLEVUE, WA

Position in LLY

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$3,793,797

+$853,293 QoQ

Shares Held

3,163

-1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.22%

of 13F equity value

Holder Rank

#1,938

of 4,605 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Optimist Retirement Group LLC holds $22,774,591 across 9 Drug Manufacturers - General names. LLY ranks #1 (16.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co This page	3,163	$3,793,797
2	ABBV	AbbVie Inc.	12,838	$3,230,554
3	MRK	Merck & Co., Inc.	22,801	$2,929,928
4	GSK	GSK plc	51,040	$2,675,516
5	NVS	Novartis AG	16,777	$2,629,291
6	BMY	Bristol Myers Squibb Co	43,542	$2,508,890
7	NVO	Novo Nordisk A S	52,040	$2,494,797
8	PFE	Pfizer Inc	93,529	$2,252,178

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,793,797	3,163	-1.1%	Shares	Sole	2026-08-10
2026-03-31	$2,940,504	3,197	-10.0%	Shares	Sole	2026-05-11
2025-12-31	$3,818,338	3,553	-2.3%	Shares	Sole	2026-02-09
2025-09-30	$2,773,505	3,635	+3.0%	Shares	Sole	2025-11-17
2025-06-30	$2,751,740	3,530	+2.9%	Shares	Sole	2025-08-15
2025-03-31	$2,833,697	3,431	+7.8%	Shares	Sole	2025-05-05
2024-12-31	$2,456,504	3,182	+0.6%	Shares	Sole	2025-01-27
2024-09-30	$2,803,114	3,164	+20.2%	Shares	Sole	2024-11-25
2024-06-30	$2,383,865	2,633	-13.7%	Shares	Sole	2024-08-12
2024-03-31	$2,373,555	3,051	-29.2%	Shares	Sole	2024-05-13
2023-12-31	$2,511,219	4,308	—	Shares	Sole	2024-02-16
No filing history on record for this holder in this stock.