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Eli Lilly & Co. shares owned by Capstone Wealth Management Group

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $404k 456 886.86
2024-06-30 $413k 456 906.03
2024-03-31 $353k 454 778.26
2023-12-31 $262k 449 582.93
2023-09-30 $204k 379 536.99

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Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Ishares Tr TRS FLT RT BD (TFLO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Spdr Ser Tr S&p Divid Etf (SDY)
Select Sector Spdr Tr Sbi Healthcare (XLV)
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Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Amazon (AMZN)
Vanguard World Mega Grwth Ind (MGK)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Capstone Wealth Management Group

Top funds holding Eli Lilly & Co.

Lilly Endowment
Vanguard Group
BlackRock
BlackRock
Pnc Financial Services
State Street Corporation
T. Rowe Price Associates
Capital World Investors
Jpmorgan Chase & Co
PRIMECAP Management Company
Geode Capital Management
Morgan Stanley
State Farm Mutual Automobile Insurance Company
International Assets Investment Management
Bank of America Corporation

View all funds holding Eli Lilly & Co.