Eli Lilly & Co. shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Eli Lilly & Co. (LLY) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Eli Lilly & Co.
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Quarterly reported holdings in Eli Lilly & Co. by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 1.2k | 825.27 |
| 2025-03-31 | $703k | 852 | 825.57 |
| 2024-12-31 | $711k | 878 | 810.05 |
| 2024-09-30 | $751k | 848 | 885.45 |
| 2024-06-30 | $697k | 769 | 905.95 |
| 2024-03-31 | $586k | 753 | 778.41 |
| 2020-06-30 | $221k | 1.3k | 169.35 |
| 2020-03-31 | $205k | 1.5k | 141.38 |
| 2019-12-31 | $201k | 1.5k | 138.62 |
| 2015-09-30 | $14k | 179 | 78.21 |
| 2015-06-30 | $14k | 179 | 78.21 |
| 2015-03-31 | $13k | 179 | 72.63 |
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