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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.

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
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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Top funds holding Eli Lilly & Co.

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

View all funds holding Eli Lilly & Co.