Eli Lilly & Co. shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Eli Lilly & Co. (LLY) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Eli Lilly & Co.
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Quarterly reported holdings in Eli Lilly & Co. by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $838k | 1.1k | 762.89 |
| 2025-06-30 | $394k | 506 | 779.08 |
| 2025-03-31 | $462k | 560 | 825.27 |
| 2024-12-31 | $416k | 538 | 772.64 |
| 2024-09-30 | $685k | 773 | 886.32 |
| 2024-06-30 | $664k | 733 | 905.67 |
| 2024-03-31 | $556k | 714 | 778.10 |
| 2023-12-31 | $533k | 914 | 582.97 |
| 2023-09-30 | $552k | 1.0k | 537.13 |
| 2023-06-30 | $376k | 801 | 468.98 |
| 2023-03-31 | $227k | 640 | 355.33 |
| 2022-12-31 | $234k | 640 | 365.84 |
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