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Wolff Financial Management LLC → LLY

Wolff Financial Management LLC LLY Position History

Eli Lilly and Company • Healthcare

Quarters held
4
Latest value
$9.1M
Q3 2026
Peak value
$9.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$8.8M
Q1 2026$7.5M
Q2 2026$9.3M
Q3 2026$9.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$9.1M7.8K——
Q2 2026$9.3M7.8K——
Q1 2026$7.5M8.2K——
Q4 2025$8.8M8.2K——

Other funds holding LLY

Other Wolff Financial Management LLC positions

VGES

VANGUARD INDEX FDS

$50.8M
VGES

VANGUARD TAX-MANAGED FDS

$50M
VGES

VANGUARD TAX-MANAGED FDS

$49.6M
VGES

VANGUARD INDEX FDS

$48.6M
VGES

VANGUARD TAX-MANAGED FDS

$46.3M
VGES

VANGUARD INDEX FDS

$44.6M
VGES

VANGUARD TAX-MANAGED FDS

$44.5M
ETHA

ISHARES TR

$42.8M