Montag & Caldwell’s Eli Lilly LLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$13.7M Buy
2025
Q1
$10.6M Buy
2024
Q4
$1.3M Buy
2024
Q3
$661K Hold
2024
Q2
$675K Hold
2024
Q1
$580K Hold
2023
Q4
$435K Hold
2023
Q3
$401K Hold
2023
Q2
$350K Hold
2023
Q1
$256K Hold
2022
Q4
$273K Hold
2022
Q3
$241K Hold
2022
Q2
$242K Buy
2020
Q3
Sell
2020
Q2
$233K Sell
2020
Q1
$264K Buy