Position in LLY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$283,065
+$51,283 QoQ
Shares Held
236
-6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#4,202
of 4,605 holders
Holding Since
Dec 2023
7 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, 2026Valued Retirements, Inc. holds $573,520 across 2 Drug Manufacturers - General names. LLY ranks #2 (49.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GILD |
Gilead Sciences, Inc.
|
2,299 | $290,455 | |
| 2 | LLY |
ELI LILLY & Co
This page
|
236 | $283,065 |
All Filings in LLY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,065 | 236 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $231,782 | 252 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $241,803 | 225 | Shares | Sole | 2026-02-09 | |
| 2024-09-30 | $328,683 | 371 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $335,895 | 371 | Shares | Sole | 2024-11-18 | |
| 2024-03-31 | $288,623 | 371 | Shares | Sole | 2024-11-18 | |
| 2023-12-31 | $216,263 | 371 | Shares | Sole | 2024-11-18 | |
| No filing history on record for this holder in this stock. | ||||||