Position in LLY
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$3,576,700
+$828,428 QoQ
Shares Held
2,982
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,984
of 4,605 holders
Holding Since
Mar 2024
10 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, 2026LRI Investments, LLC holds $14,093,892 across 16 Drug Manufacturers - General names. LLY ranks #1 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
2,982 | $3,576,700 | |
| 2 | JNJ |
Johnson & Johnson
|
12,180 | $3,093,353 | |
| 3 | ABBV |
AbbVie Inc.
|
11,289 | $2,840,763 | |
| 4 | MRK |
Merck & Co., Inc.
|
15,221 | $1,955,898 | |
| 5 | NVS |
Novartis AG
|
2,933 | $459,659 | |
| 6 | PFE |
Pfizer Inc
|
17,688 | $425,927 | |
| 7 | AMGN |
Amgen Inc
|
1,056 | $382,398 | |
| 8 | NVO |
Novo Nordisk A S
|
6,877 | $329,682 |
All Filings in LLY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,576,700 | 2,982 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,748,272 | 2,988 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,192,346 | 2,040 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,979,222 | 2,594 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,530,996 | 1,964 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,758,362 | 2,129 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,383,164 | 3,087 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,928,916 | 3,306 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,037,104 | 2,250 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $80,907 | 104 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||