Prism Planning Partners »

Eli Lilly & Co. shares owned by Prism Planning Partners

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

Historical chart of Prism Planning Partners investment in Eli Lilly & Co.

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Eli Lilly & Co. by Prism Planning Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $121k 131 919.77

More positions owned by Prism Planning Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Ishares Tr Core S&p Us Vlu (IUSV)
Dimensional Etf Trust Us Equity Market (DFUS)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Microsoft Corporation (MSFT)

View all positions for Prism Planning Partners

Top funds holding Eli Lilly & Co.

Lilly Endowment
Vanguard Group
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
Wellington Management Company
Bank of America Corporation
State Farm Mutual Automobile Insurance Company

View all funds holding Eli Lilly & Co.