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Eli Lilly & Co. shares owned by Wescott Financial Advisory Group

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

Historical chart of Wescott Financial Advisory Group investment in Eli Lilly & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Eli Lilly & Co. by Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $4.3M 8.0k 537.13
2023-06-30 $3.7M 7.9k 468.98

More positions owned by Wescott Financial Advisory Group

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Eafe (IEFA)
Merck & Co (MRK)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Wescott Financial Advisory Group

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.