WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Position in LLY — ELI LILLY & Co
CIK 1812177
HIGHLAND PARK, IL
Position in LLY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$681,276
+$160,687 QoQ
Shares Held
568
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#3,477
of 4,605 holders
Holding Since
Mar 2020
20 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, 2026WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $32,090,304 across 8 Drug Manufacturers - General names. LLY ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVS |
Novartis AG
|
50,139 | $7,857,784 | |
| 2 | GILD |
Gilead Sciences, Inc.
|
54,276 | $6,857,229 | |
| 3 | GSK |
GSK plc
|
119,866 | $6,283,375 | |
| 4 | MRK |
Merck & Co., Inc.
|
48,113 | $6,182,520 | |
| 5 | PFE |
Pfizer Inc
|
119,517 | $2,877,969 | |
| 6 | ABBV |
AbbVie Inc.
|
3,250 | $817,830 | |
| 7 | LLY |
ELI LILLY & Co
This page
|
568 | $681,276 | |
| 8 | JNJ |
Johnson & Johnson
|
2,096 | $532,321 |
All Filings in LLY
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $681,276 | 568 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $520,589 | 566 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $833,951 | 776 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $545,545 | 715 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $556,584 | 714 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $589,699 | 714 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $551,208 | 714 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $632,561 | 714 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $629,239 | 695 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $525,123 | 675 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $393,471 | 675 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $316,906 | 590 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $234,021 | 499 | Shares | Sole | 2023-08-11 | |
| 2021-09-30 | $24,491 | 106 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $24,329 | 106 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $19,616 | 105 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $17,728 | 105 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $15,542 | 105 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $17,074 | 104 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $13,872 | 100 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||