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Eli Lilly & Co. shares owned by Smallwood Wealth Investment Management

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

Historical chart of Smallwood Wealth Investment Management investment in Eli Lilly & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Eli Lilly & Co. by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $159k 208 763.00
2025-06-30 $161k 206 779.53
2025-03-31 $136k 165 825.91

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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.