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Eli Lilly & Co. shares owned by Bernardo Wealth Planning

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $399k 371 1075.85
2025-09-30 $265k 347 763.89
2025-06-30 $229k 293 781.57
2025-03-31 $228k 276 826.09

More positions owned by Bernardo Wealth Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Dimensional Etf Trust Us Equity Market (DFUS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Whitehall Fds High Div Yld (VYM)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Ishs 1-5yr Invs (IGSB)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)

View all positions for Bernardo Wealth Planning

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.