Back to LLY
MONTAG A & ASSOCIATES INC → LLY
MONTAG A & ASSOCIATES INC LLY Position History
Eli Lilly and Company • Healthcare
Quarters held
5
Latest value
$35.1M
Q3 2026
Peak value
$35.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $17M |
| Q4 2025 | $30.3M |
| Q1 2026 | $26.4M |
| Q2 2026 | $35.3M |
| Q3 2026 | $35.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $35.1M | 30.3K | — | — |
| Q2 2026 | $35.3M | 29.4K | — | — |
| Q1 2026 | $26.4M | 28.8K | — | — |
| Q4 2025 | $30.3M | 28.2K | — | — |
| Q3 2025 | $17M | 22.3K | — | — |
Other funds holding LLY
$108.4B
$104.2B
$99.1B
$84.5B
$79.5B
$72.9B
$62.3B
$59.7B