Position in LLY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,324,495
+$768,245 QoQ
Shares Held
1,938
+14.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#2,357
of 4,605 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Retirement Planning Group, LLC holds $14,111,185 across 9 Drug Manufacturers - General names. LLY ranks #3 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
20,922 | $5,313,560 | |
| 2 | ABBV |
AbbVie Inc.
|
11,531 | $2,901,660 | |
| 3 | LLY |
ELI LILLY & Co
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|
1,938 | $2,324,495 | |
| 4 | AMGN |
Amgen Inc
|
3,702 | $1,340,568 | |
| 5 | MRK |
Merck & Co., Inc.
|
6,911 | $888,063 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
7,841 | $451,798 | |
| 7 | PFE |
Pfizer Inc
|
14,546 | $350,267 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
2,143 | $270,746 |
All Filings in LLY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,324,495 | 1,938 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,556,250 | 1,692 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,960,216 | 1,824 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,143,737 | 1,499 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $287,646 | 369 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $384,048 | 465 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $281,008 | 364 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $306,535 | 346 | Shares | Sole | 2024-10-10 | |
| No filing history on record for this holder in this stock. | ||||||