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Eli Lilly & Co. shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Eli Lilly & Co. (LLY) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Eli Lilly & Co.

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All positions including Eli Lilly & Co. held by Summit Wealth Group Llc / Co 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 Llc / Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $922k 1.7k 537.20
2025-06-30 $603k 774 779.53

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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.