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Eli Lilly & Co. shares owned by LifeGoal Wealth Advisors

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

Historical chart of LifeGoal Wealth Advisors investment in Eli Lilly & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Eli Lilly & Co. by LifeGoal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $253k 235 1074.68
2025-09-30 $201k 264 763.00
2025-06-30 $204k 261 779.53
2025-03-31 $232k 281 825.91

More positions owned by LifeGoal Wealth Advisors

Ishares Tr U S Equity Factr (LRGF)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Ishares Tr Core Div Grwth (DGRO)
Rbb Fund Trust First Eagle Gbl (FEGE)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
J P Morgan Exchange Traded F Income Etf (JPIE)
Pimco Etf Tr Multisector Bd (PYLD)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Apple (AAPL)
Ishares Emng Mkts Eqt (EMGF)
Ishares Msci Gbl Gold Mn (RING)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)

View all positions for LifeGoal Wealth Advisors

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.