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Eli Lilly & Co. shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners investment in Eli Lilly & Co.

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $887k 1.2k 762.68
2025-06-30 $1.1M 1.4k 779.72
2025-03-31 $798k 966 826.12
2024-12-31 $658k 852 772.19
2024-06-30 $556k 614 905.57
2024-03-31 $318k 409 777.96

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
Vanguard World Mega Cap Index (MGC)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for Triad Wealth Partners

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
Morgan Stanley
Wellington Management Company
State Farm Mutual Automobile Insurance Company
PRIMECAP Management Company
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3

View all funds holding Eli Lilly & Co.