Montgomery Investment Management’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
Q3
$496K Hold
2025
Q2
$507K Hold
2025
Q1
$537K Hold
2024
Q4
$502K Hold
2024
Q3
$576K Hold
2024
Q2
$588K Hold
2024
Q1
$506K Sell
2023
Q4
$583K Hold
2023
Q3
$537K Hold
2023
Q2
$469K Hold
2023
Q1
$343K Hold
2022
Q4
$366K Hold
2022
Q3
$324K Hold
2022
Q2
$325K Hold
2022
Q1
$286K Hold
2021
Q4
$276K Hold
2021
Q3
$231K Hold
2021
Q2
$229K Buy