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Eli Lilly & Co. shares owned by Swan Wealth Advisors

Quarter-by-quarter ownership of Eli Lilly & Co. (LLY) shares owned by Swan Wealth Advisors from 13F filings

Historical chart of Swan Wealth Advisors investment in Eli Lilly & Co.

Tip: Access up to 7 years of quarterly data

All positions including Eli Lilly & Co. held by Swan Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eli Lilly & Co. by Swan Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $691k 643 1074.68
2025-09-30 $458k 600 763.00
2025-06-30 $438k 562 779.53
2025-03-31 $368k 445 825.91
2024-12-31 $215k 278 772.00

More positions owned by Swan Wealth Advisors

Spdr S&p 500 Etf Tr SPY Put Put Option
Spdr S&p 500 Etf Tr Spy (SPY)
Ishares Tr Ivv (IVV)
Select Sector Spdr Tr XLK (XLK)
Pacer Fds Tr Psmo (PSMO)
Pacer Fds Tr PSMJ (PSMJ)
Listed Fd Tr Hegd (HEGD)
Pacer Fds Tr PSMR (PSMR)
Pacer Fds Tr PSMD (PSMD)
Pacer Fds Tr PSCW (PSCW)
Pacer Fds Tr PSCQ (PSCQ)
Select Sector Spdr Tr XLF (XLF)
Pacer Fds Tr PSCJ (PSCJ)
Select Sector Spdr Tr Xly (XLY)
Select Sector Spdr Tr XLC (XLC)

View all positions for Swan Wealth Advisors

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
Wellington Management Company
State Farm Mutual Automobile Insurance Company
Norges Bank Investment Management
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
PRIMECAP Management Company

View all funds holding Eli Lilly & Co.