Defined Financial Planning »

Eli Lilly & Co. shares owned by Defined Financial Planning

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

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $482k 570 845.72
2025-06-30 $281k 364 771.75
2025-03-31 $339k 421 805.23
2024-12-31 $305k 395 772.00

More positions owned by Defined Financial Planning

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
J P Morgan Exchange Traded F Us Value Factr (JVAL)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Wisdomtree Tr Em Ex St-owned (XSOE)
Wisdomtree Tr Us Midcap Divid (DON)
Wisdomtree Tr Us Multifactor (USMF)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Wisdomtree Tr Mortgage Plus Bd (MTGP)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Defined Financial 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.