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Eli Lilly & Co. shares owned by Pine Harbor Wealth Management

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

Historical chart of Pine Harbor Wealth Management investment in Eli Lilly & Co.

Tip: Access up to 7 years of quarterly data

All positions including Eli Lilly & Co. held by Pine Harbor 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 Pine Harbor Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 1.5k 886.53
2024-06-30 $1.3M 1.5k 905.18
2024-03-31 $1.1M 1.5k 778.12
2023-12-31 $859k 1.5k 582.83

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Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)

View all positions for Pine Harbor Wealth Management

Top funds holding Eli Lilly & Co.

Lilly Endowment
Vanguard Group
BlackRock
BlackRock
Pnc Financial Services
State Street Corporation
T. Rowe Price Associates
Capital World Investors
Jpmorgan Chase & Co
PRIMECAP Management Company
Geode Capital Management
Morgan Stanley
State Farm Mutual Automobile Insurance Company
International Assets Investment Management
Bank of America Corporation

View all funds holding Eli Lilly & Co.