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Eli Lilly & Co. shares owned by Kapstone Financial Advisors

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

Historical chart of Kapstone Financial Advisors investment in Eli Lilly & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Eli Lilly & Co. by Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $208k 252 825.91
2024-12-31 $203k 252 804.08
2024-09-30 $672k 766 877.79
2024-06-30 $462k 510 905.38
2024-03-31 $362k 465 777.96

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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
PRIMECAP Management Company
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Northern Trust

View all funds holding Eli Lilly & Co.