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Eli Lilly & Co. shares owned by Spartan Planning & Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $747k 1.3k 582.92
2023-09-30 $395k 735 537.13
2022-12-31 $463k 1.3k 365.84
2022-09-30 $437k 1.4k 323.46
2022-06-30 $204k 628 324.84
2022-03-31 $80k 278 287.77

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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.