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Eli Lilly & Co. shares owned by Waller Financial Planning Group

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

Historical chart of Waller Financial Planning Group investment in Eli Lilly & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Eli Lilly & Co. by Waller Financial Planning Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $249k 275 905.38
2024-03-31 $214k 275 777.96

More positions owned by Waller Financial Planning Group

Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Investment Grade (IGEB)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Waller Financial Planning Group

Top funds holding Eli Lilly & Co.

Lilly Endowment
Vanguard Group
BlackRock
Pnc Financial Services
FMR
State Street Corporation
Capital World Investors
T. Rowe Price Associates
PRIMECAP Management Company
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
State Farm Mutual Automobile Insurance Company
Bank of America Corporation
Wellington Management Company

View all funds holding Eli Lilly & Co.