Position in LLY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$50,376
New position
Shares Held
42
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#4,527
of 4,605 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Planning Strategies Inc. holds $902,016 across 10 Drug Manufacturers - General names. LLY ranks #7 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
1,247 | $316,700 | |
| 2 | ABBV |
AbbVie Inc.
|
1,001 | $251,891 | |
| 3 | BMY |
Bristol Myers Squibb Co
|
1,361 | $78,420 | |
| 4 | PFE |
Pfizer Inc
|
2,869 | $69,085 | |
| 5 | AMGN |
Amgen Inc
|
159 | $57,577 | |
| 6 | MRK |
Merck & Co., Inc.
|
411 | $52,813 | |
| 7 | LLY |
ELI LILLY & Co
This page
|
42 | $50,376 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
78 | $9,854 |
All Filings in LLY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,376 | 42 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||