Position in LLY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,067,592
+$1,191,682 QoQ
Shares Held
4,225
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#1,702
of 4,601 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, 2026Pinnacle Wealth Planning Services, Inc. holds $20,087,289 across 16 Drug Manufacturers - General names. LLY ranks #1 (25.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
4,225 | $5,067,592 | |
| 2 | ABBV |
AbbVie Inc.
|
13,739 | $3,457,281 | |
| 3 | JNJ |
Johnson & Johnson
|
12,008 | $3,049,671 | |
| 4 | AZN |
Astrazeneca PLC
|
10,147 | $1,924,074 | |
| 5 | MRK |
Merck & Co., Inc.
|
12,662 | $1,627,067 | |
| 6 | NVS |
Novartis AG
|
6,438 | $1,008,963 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
7,465 | $943,128 | |
| 8 | NVO |
Novo Nordisk A S
|
18,951 | $908,510 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,067,592 | 4,225 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,875,910 | 4,214 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,166,534 | 3,877 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,969,596 | 3,892 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,835,930 | 3,638 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,691,640 | 3,259 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,431,028 | 3,149 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $3,891,048 | 4,392 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,705,720 | 4,093 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,198,193 | 4,111 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,238,995 | 3,841 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,071,710 | 3,857 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,798,068 | 3,834 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,331,782 | 3,878 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,351,778 | 3,695 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,143,365 | 3,536 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,175,009 | 3,624 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $980,817 | 3,425 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $822,582 | 2,978 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $630,073 | 2,727 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $642,196 | 2,798 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $506,468 | 2,711 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $426,320 | 2,525 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $372,121 | 2,514 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $417,181 | 2,541 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $385,364 | 2,778 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||