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Eli Lilly & Co. shares owned by One Wealth Capital Management

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

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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Eli Lilly & Co. by One Wealth Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 1.4k 1074.68
2025-09-30 $1.2M 1.5k 763.00
2025-06-30 $1.2M 1.6k 779.53
2025-03-31 $1.3M 1.6k 825.91
2024-12-31 $943k 1.2k 772.00

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Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr S&p 500 Val Etf (IVE)
Broadcom (AVGO)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr National Mun Etf (MUB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr 10-20 Yr Trs Etf (TLH)
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Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for One Wealth Capital Management

Top funds holding Eli Lilly & Co.

Lilly Endowment
Vanguard Group
BlackRock
Pnc Financial Services
State Street Corporation
Capital Research Global Investors
FMR
Geode Capital Management
Capital World Investors
Wellington Management Company
State Farm Mutual Automobile Insurance Company
Norges Bank Investment Management
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
PRIMECAP Management Company

View all funds holding Eli Lilly & Co.