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Eli Lilly & Co. shares owned by Phillips Financial Management

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

Historical chart of Phillips Financial Management investment in Eli Lilly & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Eli Lilly & Co. by Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $861k 1.1k 778.00
2023-12-31 $611k 1.0k 582.83
2023-09-30 $539k 1.0k 536.91
2023-06-30 $631k 1.3k 469.03
2023-03-31 $309k 900 343.25
2022-12-31 $326k 892 365.73
2022-09-30 $213k 659 323.22

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)

View all positions for Phillips Financial Management

Top funds holding Eli Lilly & Co.

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

View all funds holding Eli Lilly & Co.