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BOURGEON CAPITAL MANAGEMENT LLC → LLY

BOURGEON CAPITAL MANAGEMENT LLC LLY Position History

Eli Lilly and Company • Healthcare

Quarters held
5
Latest value
$28.1M
Q3 2026
Peak value
$29.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$18M
Q4 2025$25.3M
Q1 2026$21.4M
Q2 2026$29.3M
Q3 2026$28.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$28.1M24.3K——
Q2 2026$29.3M24.4K——
Q1 2026$21.4M23.3K——
Q4 2025$25.3M23.5K——
Q3 2025$18M23.5K——

Other funds holding LLY

Other BOURGEON CAPITAL MANAGEMENT LLC positions

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ALPHABET INC

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JPM-PM

JPMORGAN CHASE & CO

$30.2M
JPM-PM

JPMORGAN CHASE & CO

$29M
JPM-PM

JPMORGAN CHASE & CO.

$28.3M