Position in LLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,061,595
+$1,434,023 QoQ
Shares Held
4,220
+7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.29%
of 13F equity value
Holder Rank
#1,706
of 4,605 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026MARSHALL INVESTMENT MANAGEMENT, LLC holds $10,842,412 across 9 Drug Manufacturers - General names. LLY ranks #1 (46.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
4,220 | $5,061,595 | |
| 2 | AMGN |
Amgen Inc
|
8,386 | $3,036,738 | |
| 3 | JNJ |
Johnson & Johnson
|
10,479 | $2,661,351 | |
| 4 | MRK |
Merck & Co., Inc.
|
500 | $64,250 | |
| 5 | NVS |
Novartis AG
|
51 | $7,992 | |
| 6 | NVO |
Novo Nordisk A S
|
103 | $4,937 | |
| 7 | AZN |
Astrazeneca PLC
|
19 | $3,602 | |
| 8 | SNY |
Sanofi
|
26 | $1,109 |
All Filings in LLY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,061,595 | 4,220 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,627,572 | 3,944 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,065,514 | 3,783 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,575,888 | 3,376 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $2,807,268 | 3,399 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,515,948 | 3,259 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||