Position in LLY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$8,009,794
+$2,229,960 QoQ
Shares Held
6,678
+6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#1,382
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, 2026Avantax Planning Partners, Inc. holds $68,697,880 across 9 Drug Manufacturers - General names. LLY ranks #5 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
61,376 | $15,444,656 | |
| 2 | MRK |
Merck & Co., Inc.
|
100,354 | $12,895,489 | |
| 3 | JNJ |
Johnson & Johnson
|
45,393 | $11,528,460 | |
| 4 | AMGN |
Amgen Inc
|
28,579 | $10,349,027 | |
| 5 | LLY |
ELI LILLY & Co
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|
6,678 | $8,009,794 | |
| 6 | PFE |
Pfizer Inc
|
237,765 | $5,725,381 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
67,492 | $3,888,889 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
3,643 | $460,256 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,009,794 | 6,678 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,779,834 | 6,284 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,506,113 | 6,054 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,606,231 | 6,037 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $4,345,100 | 5,574 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,412,011 | 5,342 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,708,688 | 4,804 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,218,620 | 3,633 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,322,284 | 4,774 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,066,853 | 6,513 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,548,234 | 6,087 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,085,675 | 3,883 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,229,665 | 2,622 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $877,438 | 2,555 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $924,111 | 2,526 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $857,847 | 2,653 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $865,045 | 2,668 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $760,598 | 2,656 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $731,983 | 2,650 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $462,331 | 2,001 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $399,364 | 1,740 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $406,893 | 2,178 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $374,993 | 2,221 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $822,103 | 5,554 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $921,542 | 5,613 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $766,982 | 5,529 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||