Position in LLY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$9,114,469
+$2,394,630 QoQ
Shares Held
7,599
+4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#1,310
of 4,605 holders
Holding Since
Mar 2020
26 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, 2026PDS Planning, Inc holds $51,175,189 across 14 Drug Manufacturers - General names. LLY ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
108,761 | $27,368,618 | |
| 2 | LLY |
ELI LILLY & Co
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|
7,599 | $9,114,469 | |
| 3 | JNJ |
Johnson & Johnson
|
19,261 | $4,891,716 | |
| 4 | MRK |
Merck & Co., Inc.
|
17,830 | $2,291,155 | |
| 5 | NVS |
Novartis AG
|
9,632 | $1,509,527 | |
| 6 | AZN |
Astrazeneca PLC
|
6,926 | $1,313,308 | |
| 7 | AMGN |
Amgen Inc
|
3,399 | $1,230,845 | |
| 8 | PFE |
Pfizer Inc
|
31,747 | $764,467 |
All Filings in LLY
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,114,469 | 7,599 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $6,719,839 | 7,306 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $7,882,778 | 7,335 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,336,422 | 6,994 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,754,490 | 7,382 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $5,551,767 | 6,722 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,574,872 | 5,926 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,184,520 | 5,852 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $5,221,326 | 5,767 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,940,367 | 5,065 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,905,273 | 4,984 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,672,221 | 4,975 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $2,294,250 | 4,892 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,590,378 | 4,631 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,232,880 | 3,370 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,084,839 | 3,355 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,084,225 | 3,344 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $878,010 | 3,066 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $712,095 | 2,578 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $591,488 | 2,560 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $579,767 | 2,526 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $370,837 | 1,985 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $337,173 | 1,997 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $279,313 | 1,887 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $294,374 | 1,793 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $212,796 | 1,534 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||