Eli Lilly & Co. shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of Eli Lilly & Co. (LLY) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in Eli Lilly & Co.
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Quarterly reported holdings in Eli Lilly & Co. by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 3.7k | 763.00 |
| 2025-06-30 | $2.3M | 3.0k | 779.53 |
| 2025-03-31 | $2.5M | 3.0k | 825.91 |
| 2024-12-31 | $2.2M | 2.9k | 772.00 |
| 2024-09-30 | $1.3M | 1.5k | 885.94 |
| 2024-06-30 | $1.1M | 1.2k | 905.38 |
| 2024-03-31 | $1.1M | 1.4k | 777.96 |
| 2023-12-31 | $793k | 1.4k | 582.92 |
| 2023-09-30 | $762k | 1.4k | 537.13 |
| 2023-06-30 | $665k | 1.4k | 468.98 |
| 2023-03-31 | $490k | 1.4k | 343.42 |
| 2022-12-31 | $525k | 1.4k | 365.84 |
| 2022-09-30 | $528k | 1.6k | 323.13 |
| 2022-06-30 | $319k | 984 | 324.19 |
| 2022-03-31 | $257k | 896 | 286.83 |
| 2021-12-31 | $249k | 902 | 276.05 |
| 2017-12-31 | $1.1M | 13k | 84.49 |
| 2017-09-30 | $853k | 10k | 85.50 |
| 2017-06-30 | $428k | 5.2k | 82.26 |