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JEPPSON WEALTH MANAGEMENT, LLC → LLY

JEPPSON WEALTH MANAGEMENT, LLC LLY Position History

Eli Lilly and Company • Healthcare

Quarters held
4
Latest value
$4.3M
Q3 2026
Peak value
$4.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4.5M
Q1 2026$3.8M
Q2 2026$4.6M
Q3 2026$4.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.3M3.7K——
Q2 2026$4.6M3.8K——
Q1 2026$3.8M4.1K——
Q4 2025$4.5M4.2K——

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