Eli Lilly & Co. shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of Eli Lilly & Co. (LLY) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in Eli Lilly & Co.
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Quarterly reported holdings in Eli Lilly & Co. by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $288k | 378 | 763.00 |
| 2025-06-30 | $326k | 418 | 779.53 |
| 2024-12-31 | $393k | 509 | 772.00 |
| 2024-09-30 | $451k | 509 | 885.94 |
| 2024-06-30 | $503k | 555 | 905.38 |
| 2024-03-31 | $416k | 535 | 777.96 |
| 2023-12-31 | $307k | 526 | 582.92 |
| 2023-09-30 | $304k | 565 | 537.13 |
| 2023-06-30 | $583k | 1.2k | 468.98 |
| 2023-03-31 | $357k | 1.0k | 343.42 |
| 2022-12-31 | $417k | 1.1k | 365.84 |
| 2022-09-30 | $382k | 1.2k | 323.18 |
| 2022-06-30 | $383k | 1.2k | 324.03 |
| 2022-03-31 | $951k | 3.3k | 286.36 |
| 2021-12-31 | $782k | 2.8k | 276.23 |
| 2021-09-30 | $423k | 1.8k | 231.15 |
| 2021-06-30 | $420k | 1.8k | 229.51 |
| 2021-03-31 | $330k | 1.8k | 186.97 |
| 2020-12-31 | $213k | 1.3k | 168.38 |
| 2019-03-31 | $303k | 2.3k | 129.49 |
| 2018-12-31 | $328k | 2.8k | 115.45 |
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