Montag & Caldwell’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Buy |
17,546
+4,731
| +37% | +$3.69M | 2.99% | 17 |
|
|
2025
Q1 | $10.6M | Buy |
12,815
+11,135
| +663% | +$9.2M | 2.46% | 20 |
|
|
2024
Q4 | $1.3M | Buy |
1,680
+934
| +125% | +$721K | 0.28% | 40 |
|
|
2024
Q3 | $661K | Hold |
746
| – | – | 0.13% | 61 |
|
|
2024
Q2 | $675K | Hold |
746
| – | – | 0.14% | 62 |
|
|
2024
Q1 | $580K | Hold |
746
| – | – | 0.1% | 62 |
|
|
2023
Q4 | $435K | Hold |
746
| – | – | 0.08% | 63 |
|
|
2023
Q3 | $401K | Hold |
746
| – | – | 0.05% | 71 |
|
|
2023
Q2 | $350K | Hold |
746
| – | – | 0.04% | 78 |
|
|
2023
Q1 | $256K | Hold |
746
| – | – | 0.03% | 80 |
|
|
2022
Q4 | $273K | Hold |
746
| – | – | 0.04% | 78 |
|
|
2022
Q3 | $241K | Hold |
746
| – | – | 0.04% | 84 |
|
|
2022
Q2 | $242K | Buy |
+746
| New | +$242K | 0.04% | 88 |
|
|
2020
Q3 | – | Sell |
-1,420
| Closed | -$233K | – | 74 |
|
|
2020
Q2 | $233K | Sell |
1,420
-480
| -25% | -$78.8K | 0.02% | 68 |
|
|
2020
Q1 | $264K | Buy |
+1,900
| New | +$264K | 0.02% | 62 |
|