Position in LLY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$10,203,551
+$6,193,354 QoQ
Shares Held
8,507
+95.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.52%
of 13F equity value
Holder Rank
#1,252
of 4,605 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Convergence Financial, LLC holds $19,784,481 across 8 Drug Manufacturers - General names. LLY ranks #1 (51.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
8,507 | $10,203,551 | |
| 2 | MRK |
Merck & Co., Inc.
|
19,556 | $2,512,946 | |
| 3 | JNJ |
Johnson & Johnson
|
9,428 | $2,394,429 | |
| 4 | ABBV |
AbbVie Inc.
|
5,670 | $1,426,798 | |
| 5 | AMGN |
Amgen Inc
|
3,673 | $1,330,066 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
17,333 | $998,727 | |
| 7 | NVS |
Novartis AG
|
4,154 | $651,014 | |
| 8 | PFE |
Pfizer Inc
|
11,086 | $266,950 |
All Filings in LLY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,203,551 | 8,507 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,010,197 | 4,360 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,788,774 | 4,456 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,355,674 | 4,398 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,325,474 | 4,266 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,282,992 | 3,975 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,819,344 | 3,652 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,185,840 | 3,596 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,985,037 | 3,297 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||