Back to LLY
Aegis Wealth Management, Inc. → LLY
Aegis Wealth Management, Inc. LLY Position History
Eli Lilly and Company • Healthcare
Quarters held
8
Latest value
$67K
Q3 2026
Peak value
$4.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $53K |
| Q4 2025 | $3.7M |
| Q1 2026 | $73K |
| Q1 2026 | $3.2M |
| Q2 2026 | $62K |
| Q2 2026 | $4.2M |
| Q3 2026 | $4M |
| Q3 2026 | $67K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $67K | 58 | — | — |
| Q3 2026 | $4M | 3.5K | — | — |
| Q2 2026 | $4.2M | 3.5K | — | — |
| Q2 2026 | $62K | 52 | — | — |
| Q1 2026 | $3.2M | 3.5K | — | — |
| Q1 2026 | $73K | 79 | — | — |
| Q4 2025 | $3.7M | 3.5K | — | — |
| Q4 2025 | $53K | 49 | — | — |
Other funds holding LLY
$108.4B
$104.2B
$99.1B
$84.5B
$79.5B
$72.9B
$62.3B
$59.7B