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Eli Lilly & Co. shares owned by Fiduciary Planning

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

Historical chart of Fiduciary Planning investment in Eli Lilly & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Eli Lilly & Co. by Fiduciary Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $450k 590 763.25
2025-06-30 $455k 584 779.23
2025-03-31 $428k 519 825.44
2024-12-31 $389k 503 772.68
2024-06-30 $288k 318 905.46

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Vanguard Malvern Fds Strm Infproidx (VTIP)
Invesco Actively Managed Exc Var Rate Invt (VRIG)
Hartford Fds Exchange Traded Aaa Clo Etf (TRPA)
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Ishares Tr U.s. Insrnce Etf (IAK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)

View all positions for Fiduciary 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
Morgan Stanley
Wellington Management Company
State Farm Mutual Automobile Insurance Company
PRIMECAP Management Company
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3

View all funds holding Eli Lilly & Co.