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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.

Tip: Access up to 7 years of quarterly data

All positions including Eli Lilly & Co. held by Summit Wealth Partners 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 Partners

Quarter filed Position value Share count Share price at filing
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

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Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Summit Wealth Partners

Top funds holding Eli Lilly & Co.

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

View all funds holding Eli Lilly & Co.