Position in LLY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$8,882,979
+$2,095,077 QoQ
Shares Held
7,406
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.38%
of 13F equity value
Holder Rank
#1,327
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, 2026SYM FINANCIAL Corp holds $16,389,932 across 11 Drug Manufacturers - General names. LLY ranks #1 (54.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
7,406 | $8,882,979 | |
| 2 | JNJ |
Johnson & Johnson
|
8,776 | $2,228,840 | |
| 3 | MRK |
Merck & Co., Inc.
|
8,324 | $1,069,634 | |
| 4 | ABBV |
AbbVie Inc.
|
4,148 | $1,043,802 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
14,012 | $807,371 | |
| 6 | NVS |
Novartis AG
|
3,984 | $624,372 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
3,465 | $437,768 | |
| 8 | PFE |
Pfizer Inc
|
16,120 | $388,169 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,882,979 | 7,406 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $6,787,902 | 7,380 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,040,229 | 6,551 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,872,518 | 6,386 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,798,786 | 6,156 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $4,907,557 | 5,942 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,850,476 | 6,283 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $5,134,022 | 5,795 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,130,788 | 5,667 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,090,513 | 5,258 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,579,711 | 6,141 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,103,000 | 5,777 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $2,627,225 | 5,602 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,999,734 | 5,823 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,130,286 | 5,823 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,878,340 | 5,809 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,960,618 | 6,047 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,929,561 | 6,738 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,953,427 | 7,072 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,704,686 | 7,378 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $1,609,853 | 7,014 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,081,500 | 5,789 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $977,245 | 5,788 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $866,213 | 5,852 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $959,467 | 5,844 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $828,713 | 5,974 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||