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Eli Lilly & Co. shares owned by Halpern Financial

Quarter-by-quarter ownership of Eli Lilly & Co. (LLY) shares owned by Halpern Financial from 13F filings

Historical chart of Halpern Financial investment in Eli Lilly & Co.

Tip: Access up to 7 years of quarterly data

All positions including Eli Lilly & Co. held by Halpern Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eli Lilly & Co. by Halpern Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $310k 400 775.99
2023-12-31 $247k 400 617.70

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Ishares S&p 500 Value Etf Etf (IVE)
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Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Fidelity Msci Information Technology Index Etf Etf (FTEC)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Fidelity Value Factor Etf Etf (FVAL)
Jpmorgan Inflation Managed Bond Etf Jpmorgan Inflation Managed Bond Etf Etf (JCPI)
Ishares Russell 1000 Growth Etf Etf (IWF)
Vanguard Small Cap Etf Etf (VB)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Halpern Financial

Top funds holding Eli Lilly & Co.

Lilly Endowment
Vanguard Group
Pnc Financial Services
PRIMECAP Management Company
T. Rowe Price Associates
Jpmorgan Chase & Co
State Farm Mutual Automobile Insurance Company
Wellington Management Company
Bank of America Corporation
Norges Bank Investment Management
Jennison Associates
Legal & General Group
Bank of New York Mellon
Alliancebernstein
Goldman Sachs Group

View all funds holding Eli Lilly & Co.