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Eli Lilly & Co. shares owned by Modern Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including Eli Lilly & Co. held by Modern 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $17M 18k 954.52
2025-12-31 $14M 13k 1074.63
2025-09-30 $9.4M 12k 763.00
2025-06-30 $666k 16k 42.76
2025-03-31 $12M 15k 822.62
2024-12-31 $10M 12k 868.85
2024-09-30 $7.1M 8.0k 885.92
2024-06-30 $6.6M 7.3k 906.78
2024-03-31 $5.4M 7.0k 777.96
2023-12-31 $711k 1.2k 582.91