Position in LLY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$12,928,656
+$3,117,470 QoQ
Shares Held
10,779
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#1,122
of 4,605 holders
Holding Since
Mar 2022
17 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, 2026WealthPlan Investment Management, LLC holds $62,244,544 across 10 Drug Manufacturers - General names. LLY ranks #2 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
55,333 | $14,052,921 | |
| 2 | LLY |
ELI LILLY & Co
This page
|
10,779 | $12,928,656 | |
| 3 | ABBV |
AbbVie Inc.
|
47,636 | $11,987,122 | |
| 4 | AZN |
Astrazeneca PLC
|
42,598 | $8,077,432 | |
| 5 | AMGN |
Amgen Inc
|
13,358 | $4,837,198 | |
| 6 | MRK |
Merck & Co., Inc.
|
33,167 | $4,261,959 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
18,742 | $2,367,864 | |
| 8 | PFE |
Pfizer Inc
|
66,572 | $1,603,053 |
All Filings in LLY
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,928,656 | 10,779 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $9,811,186 | 10,667 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $6,399,719 | 5,955 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,564,150 | 2,050 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,591,937 | 3,325 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,741,844 | 2,109 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,473,748 | 1,909 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,771,880 | 2,000 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,805,327 | 1,994 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,549,696 | 1,992 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,207,810 | 2,072 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $1,111,859 | 2,070 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $970,788 | 2,070 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $710,879 | 2,070 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,350,681 | 3,692 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,161,473 | 3,592 | Shares | Sole | 2022-12-12 | |
| 2022-03-31 | $922,684 | 3,222 | Shares | Sole | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||