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Montecito Bank & Trust LLY Position History
Eli Lilly and Company • Healthcare
Quarters held
10
Latest value
$625K
Q3 2026
Peak value
$9.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $605K |
| Q3 2025 | $6.9M |
| Q4 2025 | $857K |
| Q4 2025 | $9.1M |
| Q1 2026 | $725K |
| Q1 2026 | $7.5M |
| Q2 2026 | $9.9M |
| Q2 2026 | $915K |
| Q3 2026 | $9.8M |
| Q3 2026 | $625K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $625K | 540 | — | — |
| Q3 2026 | $9.8M | 8.5K | — | — |
| Q2 2026 | $915K | 763 | — | — |
| Q2 2026 | $9.9M | 8.3K | — | — |
| Q1 2026 | $7.5M | 8.2K | — | — |
| Q1 2026 | $725K | 788 | — | — |
| Q4 2025 | $9.1M | 8.4K | — | — |
| Q4 2025 | $857K | 797 | — | — |
| Q3 2025 | $6.9M | 9.0K | — | — |
| Q3 2025 | $605K | 793 | — | — |
Other funds holding LLY
$108.4B
$104.2B
$99.1B
$84.5B
$79.5B
$72.9B
$62.3B
$59.7B