Position in LLY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$664,484
+$280,021 QoQ
Shares Held
554
+32.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#3,503
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, 2026Phillips Wealth Planners LLC holds $7,995,152 across 9 Drug Manufacturers - General names. LLY ranks #6 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
7,574 | $1,905,921 | |
| 2 | JNJ |
Johnson & Johnson
|
5,636 | $1,431,374 | |
| 3 | AZN |
Astrazeneca PLC
|
5,605 | $1,062,820 | |
| 4 | AMGN |
Amgen Inc
|
2,870 | $1,039,284 | |
| 5 | MRK |
Merck & Co., Inc.
|
6,685 | $859,022 | |
| 6 | LLY |
ELI LILLY & Co
This page
|
554 | $664,484 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
3,450 | $435,873 | |
| 8 | SNY |
Sanofi
|
7,555 | $322,296 |
All Filings in LLY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $664,484 | 554 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $384,463 | 418 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $339,598 | 316 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $247,212 | 324 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $205,795 | 264 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $228,777 | 277 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $233,144 | 302 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $239,203 | 270 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $245,357 | 271 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $208,493 | 268 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $265,228 | 455 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $301,329 | 561 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $356,893 | 761 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $280,917 | 818 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $303,281 | 829 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||