North Berkeley Wealth Management »

Eli Lilly & Co. shares owned by North Berkeley Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Eli Lilly & Co. by North Berkeley Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $206k 172 1199.43

More positions owned by North Berkeley Wealth Management

Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Real Esta Etf (DFAR)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Simpson Manufacturing (SSD)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
Morgan Stanley Etf Trust Calve Index Etf (CVIE)
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)
Vanguard World Esg Us Corp Bd (VCEB)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for North Berkeley Wealth Management

Top funds holding Eli Lilly & Co.

Lilly Endowment
BlackRock
Vanguard Capital Management
Pnc Financial Services
State Street Corporation
FMR
Capital Research Global Investors
Vanguard Portfolio Management
Geode Capital Management
Capital World Investors
Morgan Stanley
T. Rowe Price Associates
Jpmorgan Chase & Co
UBS Group
Norges Bank Investment Management

View all funds holding Eli Lilly & Co.