Position in LLY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,006,321
+$124,262 QoQ
Shares Held
839
-12.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#3,139
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, 2026Plante Moran Financial Advisors, LLC holds $5,321,402 across 15 Drug Manufacturers - General names. LLY ranks #2 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
8,905 | $2,261,602 | |
| 2 | LLY |
ELI LILLY & Co
This page
|
839 | $1,006,321 | |
| 3 | AMGN |
Amgen Inc
|
2,109 | $763,711 | |
| 4 | ABBV |
AbbVie Inc.
|
2,355 | $592,612 | |
| 5 | PFE |
Pfizer Inc
|
11,175 | $269,094 | |
| 6 | MRK |
Merck & Co., Inc.
|
1,290 | $165,765 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
1,848 | $106,481 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
677 | $85,532 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,006,321 | 839 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $882,059 | 959 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,675,426 | 1,559 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,173,494 | 1,538 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,368,854 | 1,756 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,136,452 | 1,376 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,002,056 | 1,298 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,458,257 | 1,646 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,489,350 | 1,645 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,198,058 | 1,540 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,014,280 | 1,740 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $815,363 | 1,518 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $633,123 | 1,350 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $466,364 | 1,358 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $509,249 | 1,392 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $466,917 | 1,444 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $473,700 | 1,461 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $391,467 | 1,367 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $370,411 | 1,341 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $335,484 | 1,452 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $287,588 | 1,253 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $254,822 | 1,364 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $335,991 | 1,990 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $185,765 | 1,255 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $206,045 | 1,255 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $224,448 | 1,618 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||