Position in LLY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,421,324
+$328,638 QoQ
Shares Held
1,185
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.13%
of 13F equity value
Holder Rank
#2,822
of 4,605 holders
Holding Since
Sep 2024
8 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, 2026BWM Planning, LLC holds $3,176,509 across 2 Drug Manufacturers - General names. LLY ranks #2 (44.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
6,911 | $1,755,185 | |
| 2 | LLY |
ELI LILLY & Co
This page
|
1,185 | $1,421,324 |
All Filings in LLY
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,421,324 | 1,185 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,092,686 | 1,188 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,298,213 | 1,208 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $891,947 | 1,169 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $889,443 | 1,141 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $849,861 | 1,029 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $794,388 | 1,029 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $911,632 | 1,029 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||