Eli Lilly & Co. shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of Eli Lilly & Co. (LLY) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in Eli Lilly & Co.
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Quarterly reported holdings in Eli Lilly & Co. by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $927k | 1.1k | 826.06 |
| 2024-12-31 | $950k | 1.2k | 772.07 |
| 2024-09-30 | $1.0M | 1.2k | 885.99 |
| 2024-06-30 | $1.1M | 1.2k | 905.41 |
| 2024-03-31 | $1.0M | 1.3k | 777.97 |
| 2023-12-31 | $783k | 1.3k | 582.92 |
| 2023-09-30 | $710k | 1.3k | 537.13 |
| 2023-06-30 | $620k | 1.3k | 468.98 |
| 2023-03-31 | $694k | 2.0k | 343.42 |
| 2022-12-31 | $973k | 2.7k | 365.84 |
| 2022-09-30 | $877k | 2.7k | 330.07 |
| 2022-06-30 | $861k | 2.7k | 324.05 |
| 2022-03-31 | $753k | 2.6k | 289.95 |
| 2021-12-31 | $712k | 2.6k | 276.40 |
| 2021-09-30 | $595k | 2.6k | 230.98 |
| 2021-06-30 | $611k | 2.7k | 229.61 |
| 2021-03-31 | $498k | 2.7k | 187.15 |
| 2020-12-31 | $449k | 2.7k | 168.73 |
| 2020-09-30 | $394k | 2.7k | 148.06 |
| 2020-06-30 | $437k | 2.7k | 164.22 |
| 2020-03-31 | $369k | 2.7k | 138.67 |
| 2019-12-31 | $371k | 2.8k | 131.56 |