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Eli Lilly & Co. shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth Advisors investment in Eli Lilly & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Eli Lilly & Co. by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $684k 896 762.92
2025-06-30 $537k 689 779.35
2024-12-31 $284k 368 772.00
2024-09-30 $315k 355 885.94
2024-06-30 $327k 361 905.38
2023-12-31 $213k 365 582.92

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Top funds holding Eli Lilly & Co.

Lilly Endowment
Vanguard Group
BlackRock
Pnc Financial Services
State Street Corporation
Capital Research Global Investors
FMR
Geode Capital Management
Capital World Investors
Morgan Stanley
Wellington Management Company
State Farm Mutual Automobile Insurance Company
PRIMECAP Management Company
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3

View all funds holding Eli Lilly & Co.