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Eli Lilly & Co. shares owned by Balanced Wealth Group

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

Historical chart of Balanced Wealth Group investment in Eli Lilly & Co.

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

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Quarterly reported holdings in Eli Lilly & Co. by Balanced Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $392k 505 776.14
2025-06-30 $374k 505 740.30
2025-03-31 $417k 505 825.27
2024-12-31 $409k 504 811.29
2024-09-30 $475k 536 886.76
2024-06-30 $490k 536 913.93
2024-03-31 $550k 712 771.89
2023-12-31 $454k 778 582.92