Eli Lilly & Co. shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Eli Lilly & Co. (LLY) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in Eli Lilly & Co.
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Quarterly reported holdings in Eli Lilly & Co. by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.1M | 1.0k | 1074.68 |
| 2025-09-30 | $796k | 1.0k | 763.00 |
| 2025-06-30 | $783k | 1.0k | 779.53 |
| 2025-03-31 | $494k | 598 | 825.91 |
| 2024-12-31 | $422k | 546 | 772.00 |
| 2024-09-30 | $262k | 296 | 885.94 |
| 2022-09-30 | $539k | 1.7k | 323.53 |
| 2022-06-30 | $540k | 1.7k | 324.13 |
| 2019-06-30 | $252k | 2.3k | 110.96 |
| 2019-03-31 | $295k | 2.3k | 129.90 |
| 2018-12-31 | $264k | 2.3k | 115.69 |
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