Retirement Planning Co of New England, Inc.
PensionPosition in LLY — ELI LILLY & Co
CIK 1817693
Warwick, RI
Position in LLY
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,882,230
+$657,307 QoQ
Shares Held
2,403
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#2,164
of 4,605 holders
Holding Since
Dec 2021
19 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, 2026Retirement Planning Co of New England, Inc. holds $14,749,439 across 10 Drug Manufacturers - General names. LLY ranks #2 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
20,235 | $5,091,935 | |
| 2 | LLY |
ELI LILLY & Co
This page
|
2,403 | $2,882,230 | |
| 3 | GILD |
Gilead Sciences, Inc.
|
11,227 | $1,418,419 | |
| 4 | JNJ |
Johnson & Johnson
|
5,544 | $1,408,009 | |
| 5 | MRK |
Merck & Co., Inc.
|
10,597 | $1,361,714 | |
| 6 | NVO |
Novo Nordisk A S
|
14,140 | $677,871 | |
| 7 | PFE |
Pfizer Inc
|
28,045 | $675,323 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
10,883 | $627,078 |
All Filings in LLY
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,882,230 | 2,403 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,224,923 | 2,419 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,592,128 | 2,412 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,917,419 | 2,513 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,135,912 | 2,740 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,306,766 | 2,793 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,807,252 | 2,341 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,076,643 | 2,344 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,017,186 | 2,228 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,747,298 | 2,246 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,575,049 | 2,702 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,481,941 | 2,759 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,149,001 | 2,450 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $929,981 | 2,708 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $939,111 | 2,567 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $839,093 | 2,595 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $840,404 | 2,592 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $795,249 | 2,777 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $786,122 | 2,846 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||