Eli Lilly & Co. shares owned by Peterson Wealth Advisors
Quarter-by-quarter ownership of Eli Lilly & Co. (LLY) shares owned by Peterson Wealth Advisors
from 13F filings
Historical chart of Peterson Wealth Advisors investment in Eli Lilly & Co.
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Quarterly reported holdings in Eli Lilly & Co. by Peterson Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $712k | 844 | 844.02 |
| 2025-06-30 | $654k | 839 | 779.38 |
| 2025-03-31 | $582k | 804 | 724.04 |
| 2024-12-31 | $628k | 803 | 782.00 |
| 2024-09-30 | $634k | 716 | 885.96 |
| 2024-06-30 | $598k | 660 | 905.38 |
| 2024-03-31 | $506k | 650 | 777.96 |
| 2023-12-31 | $394k | 676 | 582.92 |
| 2023-09-30 | $350k | 651 | 537.13 |
| 2023-06-30 | $306k | 662 | 461.44 |
| 2023-03-31 | $227k | 662 | 343.42 |
| 2022-12-31 | $242k | 662 | 365.84 |
| 2022-09-30 | $214k | 662 | 323.26 |
| 2022-06-30 | $211k | 651 | 324.12 |