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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.

Tip: Access up to 7 years of quarterly data

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

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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
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

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View all positions for Summit Wealth Group

Top funds holding Eli Lilly & Co.

Lilly Endowment
Vanguard Group
BlackRock
Pnc Financial Services
State Street Corporation
FMR
T. Rowe Price Associates
Capital World Investors
Jpmorgan Chase & Co
PRIMECAP Management Company
Geode Capital Management
State Farm Mutual Automobile Insurance Company
Bank of America Corporation
Wellington Management Company
Capital Research Global Investors

View all funds holding Eli Lilly & Co.