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Hoxton Planning & Management, LLC

Position in LLY — ELI LILLY & Co

CIK 1954782 SHEPHERDSTOWN, WV

Position in LLY

as of Jun 30, 2026 · filed Jul 16, 2026
Position Value
$1,505,284
+$355,572 QoQ
Shares Held
1,255
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
#2,759
of 4,605 holders
Holding Since
Dec 2022
15 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, 2026

Hoxton Planning & Management, LLC holds $4,792,204 across 8 Drug Manufacturers - General names. LLY ranks #1 (31.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LLY
ELI LILLY & Co
This page
1,255 $1,505,284

All Filings in LLY

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,505,284 1,255
2026-03-31 $1,149,712 1,250
2025-12-31 $1,376,665 1,281
2025-09-30 $967,484 1,268
2025-06-30 $979,089 1,256
2025-03-31 $1,095,156 1,326
2024-12-31 $998,196 1,293
2024-09-30 $1,203,106 1,358
2024-06-30 $1,051,146 1,161
2024-03-31 $877,538 1,128
2023-12-31 $623,724 1,070
2023-09-30 $575,803 1,072
2023-06-30 $512,126 1,092
2023-03-31 $395,619 1,152
2022-12-31 $423,642 1,158