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Eli Lilly & Co. shares owned by Planwiser Financial

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

Historical chart of Planwiser Financial investment in Eli Lilly & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Eli Lilly & Co. by Planwiser Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $250k 208 1199.43
2025-12-31 $211k 196 1078.52

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American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Index Fds Growth Etf (VUG)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Conv Bd Etf (ICVT)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
American Centy Etf Tr Avantis Core Fi (AVIG)
Spdr Series Trust St Port High Etf (SPHY)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for Planwiser Financial

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.