Eli Lilly & Co. shares owned by Summit Wealth Group
Quarter-by-quarter ownership of Eli Lilly & Co. (LLY) shares owned by Summit Wealth Group
from 13F filings
Historical chart of Summit Wealth Group investment in Eli Lilly & Co.
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Quarterly reported holdings in Eli Lilly & Co. by Summit Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $254k | 333 | 763.00 |
| 2025-06-30 | $260k | 333 | 780.78 |
| 2025-03-31 | $289k | 350 | 825.71 |
| 2024-12-31 | $269k | 348 | 772.99 |
| 2024-09-30 | $361k | 408 | 884.80 |
| 2024-06-30 | $369k | 408 | 904.41 |
| 2023-03-31 | $0 | 139k | 0.00 |
| 2021-09-30 | $294k | 1.3k | 231.31 |