Unique Wealth Strategies »

Eli Lilly & Co. shares owned by Unique Wealth Strategies

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

Historical chart of Unique Wealth Strategies investment in Eli Lilly & Co.

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Eli Lilly & Co. by Unique Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $297k 247 1201.51
2024-09-30 $1.0M 1.2k 885.94
2024-06-30 $39k 50 777.96

More positions owned by Unique Wealth Strategies

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Janus Detroit Str Tr Henderson Mtg (JMBS)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Applied Materials (AMAT)
Meta Platforms Cl A (META)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)

View all positions for Unique Wealth Strategies

Top funds holding Eli Lilly & Co.

Lilly Endowment
BlackRock
Vanguard Capital Management
Pnc Financial Services
State Street Corporation
FMR
Capital Research Global Investors
Vanguard Portfolio Management
Geode Capital Management
Capital World Investors
Morgan Stanley
T. Rowe Price Associates
Jpmorgan Chase & Co
UBS Group
Norges Bank Investment Management

View all funds holding Eli Lilly & Co.