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Eli Lilly & Co. shares owned by Montz Harcus Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $221k 249 887.02
2024-06-30 $226k 250 905.32
2024-03-31 $203k 261 776.92

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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Spdr Ser Tr Portfolio S&p600 (SPSM)
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Microsoft Corporation (MSFT)
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Meta Platforms Cl A (META)
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View all positions for Montz Harcus Wealth Management

Top funds holding Eli Lilly & Co.

Lilly Endowment
BlackRock
Pnc Financial Services
T. Rowe Price Associates
Capital World Investors
Jpmorgan Chase & Co
PRIMECAP Management Company
Geode Capital Management
State Farm Mutual Automobile Insurance Company
Bank of America Corporation
Capital Research Global Investors
Northern Trust
Capital Research and Management Company - Division 3
Jennison Associates
Bank of New York Mellon

View all funds holding Eli Lilly & Co.