Position in LLY
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$960,743
+$224,008 QoQ
Shares Held
801
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
6.36%
of 13F equity value
Holder Rank
#3,176
of 4,601 holders
Holding Since
Jun 2021
21 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, 2026Beacon Financial Strategies CORP holds $2,982,740 across 9 Drug Manufacturers - General names. LLY ranks #1 (32.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
801 | $960,743 | |
| 2 | GSK |
GSK plc
|
11,358 | $595,386 | |
| 3 | MRK |
Merck & Co., Inc.
|
3,796 | $487,786 | |
| 4 | JNJ |
Johnson & Johnson
|
1,704 | $432,764 | |
| 5 | ABBV |
AbbVie Inc.
|
791 | $199,047 | |
| 6 | PFE |
Pfizer Inc
|
7,714 | $185,753 | |
| 7 | NVS |
Novartis AG
|
489 | $76,636 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
708 | $40,794 |
All Filings in LLY
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $960,743 | 801 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $736,735 | 801 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $860,818 | 801 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $618,030 | 810 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $631,419 | 810 | Shares | Sole | 2025-09-25 | |
| 2025-03-31 | $702,023 | 850 | Shares | Sole | 2025-09-25 | |
| 2024-12-31 | $656,200 | 850 | Shares | Sole | 2025-09-25 | |
| 2024-09-30 | $777,855 | 878 | Shares | Sole | 2025-09-25 | |
| 2024-06-30 | $794,923 | 878 | Shares | Sole | 2025-09-25 | |
| 2024-03-31 | $734,394 | 944 | Shares | Sole | 2025-09-25 | |
| 2023-12-31 | $567,181 | 973 | Shares | Sole | 2025-09-25 | |
| 2023-09-30 | $527,461 | 982 | Shares | Sole | 2025-09-25 | |
| 2023-06-30 | $460,538 | 982 | Shares | Sole | 2025-09-25 | |
| 2023-03-31 | $337,238 | 982 | Shares | Sole | 2025-09-25 | |
| 2022-12-31 | $359,254 | 982 | Shares | Sole | 2025-09-25 | |
| 2022-09-30 | $337,254 | 1,043 | Shares | Sole | 2025-09-25 | |
| 2022-06-30 | $338,171 | 1,043 | Shares | Sole | 2025-09-25 | |
| 2022-03-31 | $298,683 | 1,043 | Shares | Sole | 2025-09-25 | |
| 2021-12-31 | $288,097 | 1,043 | Shares | Sole | 2025-09-25 | |
| 2021-09-30 | $240,985 | 1,043 | Shares | Sole | 2025-09-25 | |
| 2021-06-30 | $243,979 | 1,063 | Shares | Sole | 2025-09-25 | |
| No filing history on record for this holder in this stock. | ||||||