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Mowery & Schoenfeld Wealth Management, LLC → LLY
Mowery & Schoenfeld Wealth Management, LLC LLY Position History
Eli Lilly and Company • Healthcare
Quarters held
4
Latest value
$1.7M
Q3 2026
Peak value
$1.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.7M |
| Q1 2026 | $1.4M |
| Q2 2026 | $1.8M |
| Q3 2026 | $1.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.7M | 1.5K | — | — |
| Q2 2026 | $1.8M | 1.5K | — | — |
| Q1 2026 | $1.4M | 1.5K | — | — |
| Q4 2025 | $1.7M | 1.6K | — | — |
Other funds holding LLY
$108.4B
$104.2B
$99.1B
$84.5B
$79.5B
$72.9B
$62.3B
$59.7B