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Eli Lilly & Co. shares owned by Synergy Financial Management

Quarter-by-quarter ownership of Eli Lilly & Co. (LLY) shares owned by Synergy Financial Management from 13F filings

Historical chart of Synergy Financial Management investment in Eli Lilly & Co.

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All positions including Eli Lilly & Co. held by Synergy Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eli Lilly & Co. by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $41M 54k 763.00
2025-06-30 $21M 27k 779.53
2025-03-31 $3.4M 4.1k 825.91
2024-12-31 $5.5M 7.0k 778.07
2024-09-30 $2.8M 3.2k 885.94
2024-06-30 $12M 13k 905.38