Back to LLY
Whalen Wealth Management Inc. → LLY
Whalen Wealth Management Inc. LLY Position History
Eli Lilly and Company • Healthcare
Quarters held
5
Latest value
$3.4M
Q3 2026
Peak value
$3.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.9M |
| Q4 2025 | $2M |
| Q1 2026 | $2.2M |
| Q2 2026 | $3.1M |
| Q3 2026 | $3.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.4M | 3.0K | — | — |
| Q2 2026 | $3.1M | 2.6K | — | — |
| Q1 2026 | $2.2M | 2.4K | — | — |
| Q4 2025 | $2M | 1.8K | — | — |
| Q3 2025 | $1.9M | 2.6K | — | — |
Other funds holding LLY
$79.5B
$62.3B
$59.7B
$55.9B
$43.4B
$43.4B
$32.8B