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Eli Lilly & Co. shares owned by Heirloom Wealth Management

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

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

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

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

Quarter filed Position value Share count Share price at filing
2025-06-30 $7.1M 9.1k 779.54
2025-03-31 $7.5M 9.0k 825.92
2024-12-31 $6.8M 8.8k 772.00
2024-09-30 $7.1M 8.1k 885.94
2024-06-30 $7.0M 7.7k 905.38
2024-03-31 $5.9M 7.6k 777.96
2023-12-31 $4.3M 7.5k 582.92