Position in LLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$47,674,946
+$19,334,993 QoQ
Shares Held
39,748
+29.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#561
of 4,605 holders
Holding Since
Jun 2022
14 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Capital Wealth Planning, LLC holds $1,476,062,154 across 7 Drug Manufacturers - General names. LLY ranks #3 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMGN |
Amgen Inc
|
2,033,759 | $736,464,808 | |
| 2 | MRK |
Merck & Co., Inc.
|
4,708,599 | $605,054,971 | |
| 3 | LLY |
ELI LILLY & Co
This page
|
39,748 | $47,674,946 | |
| 4 | AZN |
Astrazeneca PLC
|
215,993 | $40,956,591 | |
| 5 | NVS |
Novartis AG
|
151,974 | $23,817,364 | |
| 6 | ABBV |
AbbVie Inc.
|
82,790 | $20,833,275 | |
| 7 | JNJ |
Johnson & Johnson
|
4,962 | $1,260,199 |
All Filings in LLY
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,674,946 | 39,748 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $28,339,953 | 30,812 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $13,735,486 | 12,781 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $8,434,965 | 11,055 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $9,058,917 | 11,621 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $8,686,094 | 10,517 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $7,806,464 | 10,112 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $10,299,052 | 11,625 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,456,725 | 6,027 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,229,447 | 6,722 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $4,497,810 | 7,716 | Shares | Sole | 2024-02-08 | |
| 2022-12-31 | $390,351 | 1,067 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $338,224 | 1,046 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $201,671 | 622 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||