Position in LLY
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$843,429
-$163,546 QoQ
Shares Held
917
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Claris Financial LLC holds $6,196,032 across 7 Drug Manufacturers - General names. LLY ranks #3 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
7,544 | $1,844,055 | |
| 2 | ABBV |
AbbVie Inc.
|
8,421 | $1,831,483 | |
| 3 | LLY |
ELI LILLY & Co
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|
917 | $843,429 | |
| 4 | MRK |
Merck & Co., Inc.
|
6,264 | $753,496 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
3,028 | $422,012 | |
| 6 | AMGN |
Amgen Inc
|
763 | $268,461 | |
| 7 | NVS |
Novartis AG
|
1,526 | $233,096 |
All Filings in LLY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $843,429 | 917 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,006,975 | 937 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $659,995 | 865 | Shares | Sole | 2026-04-07 | |
| 2025-06-30 | $702,356 | 901 | Shares | Sole | 2025-08-26 | |
| 2025-03-31 | $763,139 | 924 | Shares | Sole | 2025-06-18 | |
| 2024-12-31 | $713,328 | 924 | Shares | Sole | 2025-06-17 | |
| No filing history on record for this holder in this stock. | ||||||