Vertrix Wealth Management »

Eli Lilly & Co. shares owned by Vertrix Wealth Management

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

Historical chart of Vertrix Wealth Management investment in Eli Lilly & Co.

Tip: Access up to 7 years of quarterly data

All positions including Eli Lilly & Co. held by Vertrix Wealth Management 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 Vertrix Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $674k 733 919.79

More positions owned by Vertrix Wealth Management

Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPYG)
Wal-Mart Stores (WMT)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Lowe's Companies (LOW)
Amgen (AMGN)
Broadcom (AVGO)
Linde SHS (LIN)

View all positions for Vertrix Wealth Management

Top funds holding Eli Lilly & Co.

Lilly Endowment
Vanguard Group
BlackRock
Pnc Financial Services
State Street Corporation
FMR
Capital Research Global Investors
Geode Capital Management
Capital World Investors
Wellington Management Company
State Farm Mutual Automobile Insurance Company
Norges Bank Investment Management
Capital Research and Management Company - Division 3
PRIMECAP Management Company
Northern Trust

View all funds holding Eli Lilly & Co.