OneAscent Wealth Management »

Eli Lilly & Co. shares owned by OneAscent Wealth Management

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

Historical chart of OneAscent Wealth Management investment in Eli Lilly & Co.

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Eli Lilly & Co. by OneAscent Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $359k 461 778.74
2023-09-30 $238k 444 536.04
2022-12-31 $635k 1.7k 365.99
2022-09-30 $611k 1.9k 323.28
2022-06-30 $651k 2.0k 324.20
2022-03-31 $580k 2.0k 286.56
2021-03-31 $390k 2.1k 186.78
2020-12-31 $1.1M 6.8k 168.88

More positions owned by OneAscent Wealth Management

Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Large (OALC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Unified Ser Tr Oneascent Emgrg (OAEM)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Timothy Plan Hig Dv Stk Etf (TPHD)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Southern Company (SO)
Us Bancorp Del Com New (USB)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Microsoft Corporation (MSFT)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for OneAscent Wealth Management

Top funds holding Eli Lilly & Co.

Lilly Endowment
Vanguard Group
BlackRock
Pnc Financial Services
FMR
PRIMECAP Management Company
T. Rowe Price Associates
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
State Farm Mutual Automobile Insurance Company
Wellington Management Company
Bank of America Corporation
Northern Trust
Jennison Associates

View all funds holding Eli Lilly & Co.