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STRATEGIC PLANNING GROUP, LLC → LLY
STRATEGIC PLANNING GROUP, LLC LLY Position History
Eli Lilly and Company • Healthcare
Quarters held
4
Latest value
$39.7M
Q3 2026
Peak value
$39.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $8.7M |
| Q1 2026 | $22M |
| Q2 2026 | $30.7M |
| Q3 2026 | $39.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $39.7M | 34.3K | — | — |
| Q2 2026 | $30.7M | 25.6K | — | — |
| Q1 2026 | $22M | 24.0K | — | — |
| Q4 2025 | $8.7M | 8.1K | — | — |
Other funds holding LLY
$108.4B
$104.2B
$99.1B
$84.5B
$79.5B
$72.9B
$62.3B
$59.7B