Position in LLY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$845,598
+$197,161 QoQ
Shares Held
705
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#3,282
of 4,596 holders
Holding Since
Jun 2020
25 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, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $15,714,112 across 10 Drug Manufacturers - General names. LLY ranks #3 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
32,538 | $8,263,675 | |
| 2 | ABBV |
AbbVie Inc.
|
20,810 | $5,236,628 | |
| 3 | LLY |
ELI LILLY & Co
This page
|
705 | $845,598 | |
| 4 | NVS |
Novartis AG
|
5,120 | $802,406 | |
| 5 | PFE |
Pfizer Inc
|
12,734 | $306,634 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
3,000 | $172,860 | |
| 7 | MRK |
Merck & Co., Inc.
|
400 | $51,400 | |
| 8 | AMGN |
Amgen Inc
|
50 | $18,106 |
All Filings in LLY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $845,598 | 705 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $648,437 | 705 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $757,649 | 705 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $537,915 | 705 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $908,152 | 1,165 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $957,229 | 1,159 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,087,748 | 1,409 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,248,289 | 1,409 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,311,895 | 1,449 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,096,145 | 1,409 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $821,334 | 1,409 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $756,816 | 1,409 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $660,792 | 1,409 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $483,878 | 1,409 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $515,468 | 1,409 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $455,600 | 1,409 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $456,840 | 1,409 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $403,495 | 1,409 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $417,092 | 1,510 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $346,575 | 1,500 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $252,472 | 1,100 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $224,184 | 1,200 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $202,608 | 1,200 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $192,426 | 1,300 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $229,852 | 1,400 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||