Position in LLY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$13,073,787
+$3,934,034 QoQ
Shares Held
10,900
+9.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,112
of 4,605 holders
Holding Since
Mar 2023
14 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, 2026Compound Planning, Inc. holds $102,536,389 across 14 Drug Manufacturers - General names. LLY ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
124,737 | $31,388,818 | |
| 2 | JNJ |
Johnson & Johnson
|
65,795 | $16,709,955 | |
| 3 | LLY |
ELI LILLY & Co
This page
|
10,900 | $13,073,787 | |
| 4 | MRK |
Merck & Co., Inc.
|
101,296 | $13,016,535 | |
| 5 | PFE |
Pfizer Inc
|
242,706 | $5,844,359 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
40,613 | $5,131,046 | |
| 7 | NVS |
Novartis AG
|
30,759 | $4,820,549 | |
| 8 | AMGN |
Amgen Inc
|
8,559 | $3,099,384 |
All Filings in LLY
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,073,787 | 10,900 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $9,139,753 | 9,937 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $10,992,902 | 10,229 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $6,649,545 | 8,715 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,353,949 | 8,151 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,725,385 | 8,143 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,816,508 | 6,239 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,778,760 | 5,394 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $4,783,122 | 5,283 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,682,084 | 4,733 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,149,226 | 3,687 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,105,950 | 2,059 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $988,140 | 2,107 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $638,074 | 1,858 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||