Position in LLY
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$9,999,739
+$7,313,039 QoQ
Shares Held
10,872
+334.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
6.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026CAPITAL & PLANNING, LLC holds $10,232,648 across 4 Drug Manufacturers - General names. LLY ranks #1 (97.7% of the industry book) .
All Filings in LLY
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,999,739 | 10,872 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,686,700 | 2,500 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,477,693 | 11,111 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8,206,891 | 10,528 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,620,022 | 10,437 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $7,645,116 | 9,903 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||