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Eli Lilly & Co. shares owned by Heritage Trust

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

Historical chart of Heritage Trust investment in Eli Lilly & Co.

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

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Quarterly reported holdings in Eli Lilly & Co. by Heritage Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 2.4k 777.96
2023-12-31 $1.5M 2.5k 582.92
2023-09-30 $1.2M 2.3k 537.13
2023-06-30 $810k 1.7k 468.99
2022-12-31 $768k 2.1k 365.84
2022-09-30 $518k 1.6k 323.55
2022-06-30 $525k 1.6k 324.17
2022-03-31 $462k 1.6k 286.07
2021-12-31 $442k 1.6k 276.08
2021-09-30 $370k 1.6k 231.11
2021-06-30 $369k 1.6k 229.23
2021-03-31 $299k 1.6k 186.76
2020-12-31 $270k 1.6k 168.64
2020-09-30 $237k 1.6k 148.03
2020-06-30 $263k 1.6k 164.27
2020-03-31 $226k 1.6k 138.66
2019-12-31 $214k 1.6k 131.17
2019-03-31 $218k 1.6k 133.33
2018-12-31 $195k 1.7k 116.00
2018-09-30 $186k 1.7k 107.45
2018-06-30 $148k 1.7k 85.50
2018-03-31 $134k 1.7k 77.41
2017-12-31 $146k 1.7k 84.34
2017-09-30 $146k 1.7k 85.83
2017-06-30 $132k 1.6k 82.45
2017-03-31 $135k 1.6k 84.32