Position in LLY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$879,181
+$220,626 QoQ
Shares Held
733
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#3,245
of 4,596 holders
Holding Since
Dec 2023
11 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, 2026RICHARDSON FINANCIAL SERVICES INC. holds $2,575,482 across 12 Drug Manufacturers - General names. LLY ranks #1 (34.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
733 | $879,181 | |
| 2 | MRK |
Merck & Co., Inc.
|
2,529 | $324,976 | |
| 3 | ABBV |
AbbVie Inc.
|
1,179 | $296,683 | |
| 4 | JNJ |
Johnson & Johnson
|
1,003 | $254,731 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
1,934 | $244,341 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
3,525 | $203,110 | |
| 7 | AZN |
Astrazeneca PLC
|
677 | $128,372 | |
| 8 | AMGN |
Amgen Inc
|
262 | $94,875 |
All Filings in LLY
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $879,181 | 733 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $658,555 | 716 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $745,827 | 694 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $361,662 | 474 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $317,267 | 407 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $310,541 | 376 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $256,304 | 332 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $62,900 | 71 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $59,754 | 66 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $52,122 | 67 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $43,136 | 74 | Shares | Sole | 2024-03-04 | |
| No filing history on record for this holder in this stock. | ||||||