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Eli Lilly & Co. shares owned by 21 West Wealth Management

Quarter-by-quarter ownership of Eli Lilly & Co. (LLY) shares owned by 21 West Wealth Management from 13F filings

Historical chart of 21 West Wealth Management investment in Eli Lilly & Co.

Tip: Access up to 7 years of quarterly data

All positions including Eli Lilly & Co. held by 21 West 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 21 West Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $377k 351 1074.68
2025-09-30 $274k 359 763.00
2025-06-30 $290k 372 779.53

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J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Dimensional Etf Trust Us Equity Market (DFUS)
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Ishares Tr Calif Mun Bd Etf (CMF)
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View all positions for 21 West Wealth Management

Top funds holding Eli Lilly & Co.

Lilly Endowment
Vanguard Group
BlackRock
Pnc Financial Services
State Street Corporation
Capital Research Global Investors
FMR
Geode Capital Management
Capital World Investors
Wellington Management Company
State Farm Mutual Automobile Insurance Company
Norges Bank Investment Management
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
PRIMECAP Management Company

View all funds holding Eli Lilly & Co.