Position in LLY
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,193,432
+$351,843 QoQ
Shares Held
995
+8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#2,969
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, 2026Center for Financial Planning, Inc. holds $12,258,532 across 12 Drug Manufacturers - General names. LLY ranks #4 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
17,400 | $4,378,536 | |
| 2 | JNJ |
Johnson & Johnson
|
15,794 | $4,011,202 | |
| 3 | MRK |
Merck & Co., Inc.
|
11,433 | $1,469,140 | |
| 4 | LLY |
ELI LILLY & Co
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|
995 | $1,193,432 | |
| 5 | AMGN |
Amgen Inc
|
1,349 | $488,499 | |
| 6 | PFE |
Pfizer Inc
|
13,544 | $326,139 | |
| 7 | NVO |
Novo Nordisk A S
|
3,079 | $147,607 | |
| 8 | AZN |
Astrazeneca PLC
|
528 | $100,119 |
All Filings in LLY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,193,432 | 995 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $841,589 | 915 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $844,698 | 786 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $598,955 | 785 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $612,710 | 786 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $626,865 | 759 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $628,408 | 814 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $683,945 | 772 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $688,994 | 761 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $587,359 | 755 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $275,721 | 473 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $271,787 | 506 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $187,592 | 400 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $68,684 | 200 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $73,168 | 200 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $78,250 | 242 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $67,115 | 207 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $59,278 | 207 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $57,177 | 207 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $46,210 | 200 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $45,904 | 200 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $37,364 | 200 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $33,768 | 200 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $29,604 | 200 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $32,836 | 200 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $40,090 | 289 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||