Position in LLY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$298,658
+$94,469 QoQ
Shares Held
249
+31.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#4,163
of 4,605 holders
Holding Since
Mar 2025
3 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, 2026Plan Group Financial, LLC holds $6,424,891 across 8 Drug Manufacturers - General names. LLY ranks #6 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFE |
Pfizer Inc
|
133,266 | $3,209,045 | |
| 2 | MRK |
Merck & Co., Inc.
|
8,264 | $1,061,924 | |
| 3 | BMY |
Bristol Myers Squibb Co
|
11,399 | $656,810 | |
| 4 | ABBV |
AbbVie Inc.
|
1,491 | $375,195 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
2,717 | $343,265 | |
| 6 | LLY |
ELI LILLY & Co
This page
|
249 | $298,658 | |
| 7 | JNJ |
Johnson & Johnson
|
1,053 | $267,430 | |
| 8 | AZN |
Astrazeneca PLC
|
1,121 | $212,564 |
All Filings in LLY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,658 | 249 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $204,189 | 190 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $273,376 | 331 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||