JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
PensionPosition in LLY — ELI LILLY & Co
CIK 2122180
AMMON, ID
Position in LLY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$839,600
+$165,410 QoQ
Shares Held
700
-4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#3,296
of 4,605 holders
Holding Since
Dec 2025
3 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, 2026JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC holds $6,788,865 across 8 Drug Manufacturers - General names. LLY ranks #5 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
5,324 | $1,352,135 | |
| 2 | GILD |
Gilead Sciences, Inc.
|
8,972 | $1,133,521 | |
| 3 | ABBV |
AbbVie Inc.
|
4,013 | $1,009,830 | |
| 4 | MRK |
Merck & Co., Inc.
|
7,565 | $972,102 | |
| 5 | LLY |
ELI LILLY & Co
This page
|
700 | $839,600 | |
| 6 | NVO |
Novo Nordisk A S
|
14,424 | $691,486 | |
| 7 | NVS |
Novartis AG
|
3,517 | $551,184 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
4,148 | $239,007 |
All Filings in LLY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $839,600 | 700 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $674,190 | 733 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,370,196 | 3,136 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||