Back to LLY
Heritage Wealth Management, Inc. → LLY
Heritage Wealth Management, Inc. LLY Position History
Eli Lilly and Company • Healthcare
Quarters held
4
Latest value
$8.8M
Q3 2026
Peak value
$9.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.6M |
| Q4 2025 | $9M |
| Q2 2026 | $9.6M |
| Q3 2026 | $8.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.8M | 7.6K | — | — |
| Q2 2026 | $9.6M | 8.0K | — | — |
| Q4 2025 | $9M | 8.4K | — | — |
| Q3 2025 | $6.6M | 8.6K | — | — |
Other funds holding LLY
$108.4B
$104.2B
$99.1B
$84.5B
$79.5B
$72.9B
$62.3B
$59.7B