Position in LLY
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$18,365,673
+$7,523,425 QoQ
Shares Held
15,312
+29.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
5.70%
of 13F equity value
Holder Rank
#923
of 4,605 holders
Holding Since
Mar 2020
26 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, 2026ALTFEST L J & CO INC holds $37,645,467 across 10 Drug Manufacturers - General names. LLY ranks #1 (48.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
15,312 | $18,365,673 | |
| 2 | ABBV |
AbbVie Inc.
|
25,963 | $6,533,329 | |
| 3 | JNJ |
Johnson & Johnson
|
13,727 | $3,486,246 | |
| 4 | MRK |
Merck & Co., Inc.
|
18,355 | $2,358,617 | |
| 5 | AZN |
Astrazeneca PLC
|
10,599 | $2,009,782 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
28,858 | $1,662,797 | |
| 7 | AMGN |
Amgen Inc
|
4,072 | $1,474,552 | |
| 8 | PFE |
Pfizer Inc
|
36,216 | $872,081 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,365,673 | 15,312 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $10,842,248 | 11,788 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $13,640,914 | 12,693 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $10,530,926 | 13,802 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $8,170,253 | 10,481 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $7,902,306 | 9,568 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $7,393,444 | 9,577 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $8,492,620 | 9,586 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $7,536,383 | 8,324 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $6,199,563 | 7,969 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $4,610,897 | 7,910 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $4,418,968 | 8,227 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $3,876,588 | 8,266 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,854,850 | 8,313 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $3,050,008 | 8,337 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,964,149 | 9,167 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,046,465 | 9,396 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,216,221 | 11,231 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,156,642 | 11,428 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $2,773,986 | 12,006 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,661,513 | 11,596 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $2,066,042 | 11,059 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,836,135 | 10,875 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $1,376,586 | 9,300 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,582,202 | 9,637 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $1,223,510 | 8,820 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||