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Eli Lilly & Co. shares owned by Action Point Financial Planning

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

Historical chart of Action Point Financial Planning investment in Eli Lilly & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Eli Lilly & Co. by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $546k 455 1199.00

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding Eli Lilly & Co.

Lilly Endowment
BlackRock
Vanguard Capital Management
Pnc Financial Services
State Street Corporation
FMR
Capital Research Global Investors
Vanguard Portfolio Management
Geode Capital Management
Capital World Investors
Morgan Stanley
T. Rowe Price Associates
Jpmorgan Chase & Co
UBS Group
Norges Bank Investment Management

View all funds holding Eli Lilly & Co.