Back to LLY

Compass Wealth Management LLC → LLY

Compass Wealth Management LLC LLY Position History

Eli Lilly and Company • Healthcare

Quarters held
3
Latest value
$6.9M
Q3 2026
Peak value
$7.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$4.7M
Q2 2026$7.3M
Q3 2026$6.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.9M6.0K——
Q2 2026$7.3M6.1K——
Q3 2025$4.7M6.2K——

Other funds holding LLY

Other Compass Wealth Management LLC positions

WBS-PG

WEBSTER FINL CORP

$31.8M
AVGO

BROADCOM INC

$31.8M
AVGO

BROADCOM INC

$31.3M
AVGO

BROADCOM INC

$29.7M
AVGO

BROADCOM INC

$27M
AVGO

BROADCOM INC

$25.5M
AMAT

APPLIED MATLS INC

$24.8M
IVZ

INVESCO EXCHANGE TRADED FD T

$23.9M