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ALTFEST L J & CO INC → LLY

ALTFEST L J & CO INC LLY Position History

Eli Lilly and Company • Healthcare

Quarters held
4
Latest value
$13M
Q3 2026
Peak value
$18.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$13.6M
Q1 2026$10.8M
Q2 2026$18.4M
Q3 2026$13M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$13M11.3K——
Q2 2026$18.4M15.3K——
Q1 2026$10.8M11.8K——
Q4 2025$13.6M12.7K——

Other funds holding LLY

Other ALTFEST L J & CO INC positions

ETHA

INVESCO EXCH TRADED FD TR II

$58M
ETHA

INVESCO EXCH TRADED FD TR II

$58M
VGES

VANGUARD MALVERN FDS

$52.9M
VGES

VANGUARD MALVERN FDS

$50.2M
ETHA

INVESCO EXCH TRADED FD TR II

$48.9M
ETHA

INVESCO EXCH TRADED FD TR II

$46.3M
VGES

VANGUARD MALVERN FDS

$42.8M
FPF

FIRST TR EXCHANGE-TRADED FD

$41.9M