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Eli Lilly & Co. shares owned by Peak Financial Management

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

Historical chart of Peak Financial Management investment in Eli Lilly & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Eli Lilly & Co. by Peak Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $508k 653 777.96
2023-12-31 $227k 390 582.92
2023-06-30 $274k 584 468.98

More positions owned by Peak Financial Management

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Tips Etf (SCHP)
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Core Lt Usdb Etf (ILTB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Covington Trust Msci Matls Index (FMAT)

View all positions for Peak Financial Management

Top funds holding Eli Lilly & Co.

Lilly Endowment
Vanguard Group
Pnc Financial Services
PRIMECAP Management Company
T. Rowe Price Associates
Jpmorgan Chase & Co
State Farm Mutual Automobile Insurance Company
Wellington Management Company
Bank of America Corporation
Norges Bank Investment Management
Jennison Associates
Legal & General Group
Bank of New York Mellon
Alliancebernstein
Goldman Sachs Group

View all funds holding Eli Lilly & Co.