Goldstone Financial Group, LLC

Position in LLY — ELI LILLY & Co

CIK 2040021 OAKBROOK TERRACE, IL

Position in LLY

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$567,330

+$144,236 QoQ

Shares Held

473

+2.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#3,652

of 4,605 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Goldstone Financial Group, LLC holds $6,133,464 across 6 Drug Manufacturers - General names. LLY ranks #3 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	13,814	$3,476,154
2	NVS	Novartis AG	5,430	$850,989
3	LLY	ELI LILLY & Co This page	473	$567,330
4	MRK	Merck & Co., Inc.	4,391	$564,243
5	AMGN	Amgen Inc	960	$347,635
6	JNJ	Johnson & Johnson	1,288	$327,113

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$567,330	473	+2.8%	Shares	Sole	2026-08-11
2026-03-31	$423,094	460	+24.3%	Shares	Sole	2026-04-24
2025-12-31	$397,631	370	+15.3%	Shares	Sole	2026-02-13
2025-09-30	$244,923	321	+1.3%	Shares	Sole	2025-10-17
2025-06-30	$247,111	317	-20.2%	Shares	Sole	2025-07-08
2025-03-31	$327,886	397	-5.5%	Shares	Sole	2025-04-16
2024-12-31	$324,240	420	+43.3%	Shares	Sole	2025-01-15
2024-09-30	$259,580	293	-35.0%	Shares	Sole	2024-10-28
2024-06-30	$408,326	451	+24.2%	Shares	Sole	2025-01-15
2024-03-31	$282,399	363	+2.8%	Shares	Sole	2025-01-15
2023-12-31	$205,770	353	—	Shares	Sole	2025-01-15
No filing history on record for this holder in this stock.