Eli Lilly & Co. shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Eli Lilly & Co. (LLY) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Eli Lilly & Co.
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Quarterly reported holdings in Eli Lilly & Co. by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $367k | 470 | 780.06 |
| 2025-03-31 | $388k | 470 | 826.30 |
| 2024-12-31 | $350k | 453 | 772.22 |
| 2024-09-30 | $426k | 481 | 886.02 |
| 2024-06-30 | $360k | 398 | 905.31 |
| 2024-03-31 | $310k | 398 | 777.75 |
| 2023-12-31 | $232k | 398 | 582.63 |
| 2023-09-30 | $214k | 398 | 536.73 |