Back to LLY

Creative Planning → LLY

Creative Planning LLY Position History

Eli Lilly and Company • Healthcare

Quarters held
15
Latest value
$31K
Q3 2026
Peak value
$525.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$4.5M
Q3 2025$264.9M
Q4 2025$401.6M
Q4 2025$2.3M
Q4 2025$7.5M
Q1 2026$7.1M
Q1 2026$379.8M
Q2 2026$8.7M
Q2 2026$525.9M
Q2 2026$51
Q3 2026$8.4M
Q3 2026$521.1M
Q3 2026$15
Q3 2026$54K
Q3 2026$31K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$31K100——
Q3 2026$54K100——
Q3 2026$15100——
Q3 2026$521.1M450.4K——
Q3 2026$8.4M7.3K——
Q2 2026$51100——
Q2 2026$525.9M438.4K——
Q2 2026$8.7M7.3K——
Q1 2026$379.8M413.0K——
Q1 2026$7.1M7.7K——
Q4 2025$7.5M7.0K——
Q4 2025$2.3M2.1K——
Q4 2025$401.6M373.7K——
Q3 2025$264.9M347.2K——
Q3 2025$4.5M5.9K——

Other funds holding LLY

Other Creative Planning positions

ETHA

ISHARES TR

$19B
ETHA

ISHARES TR

$18.2B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15B
VGES

VANGUARD BD INDEX FDS

$9.7B
VGES

VANGUARD BD INDEX FDS

$9.6B
VGES

VANGUARD BD INDEX FDS

$9.2B