MIM
Montgomery Investment Management’s Eli Lilly LLY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $507K | Hold |
650
| – | – | 0.2% | 64 |
|
2025
Q1 | $537K | Hold |
650
| – | – | 0.21% | 59 |
|
2024
Q4 | $502K | Hold |
650
| – | – | 0.2% | 62 |
|
2024
Q3 | $576K | Hold |
650
| – | – | 0.21% | 55 |
|
2024
Q2 | $588K | Hold |
650
| – | – | 0.23% | 51 |
|
2024
Q1 | $506K | Sell |
650
-350
| -35% | -$272K | 0.19% | 58 |
|
2023
Q4 | $583K | Hold |
1,000
| – | – | 0.18% | 60 |
|
2023
Q3 | $537K | Hold |
1,000
| – | – | 0.19% | 61 |
|
2023
Q2 | $469K | Hold |
1,000
| – | – | 0.16% | 67 |
|
2023
Q1 | $343K | Hold |
1,000
| – | – | 0.12% | 69 |
|
2022
Q4 | $366K | Hold |
1,000
| – | – | 0.13% | 68 |
|
2022
Q3 | $324K | Hold |
1,000
| – | – | 0.13% | 68 |
|
2022
Q2 | $325K | Hold |
1,000
| – | – | 0.13% | 67 |
|
2022
Q1 | $286K | Hold |
1,000
| – | – | 0.1% | 73 |
|
2021
Q4 | $276K | Hold |
1,000
| – | – | 0.09% | 73 |
|
2021
Q3 | $231K | Hold |
1,000
| – | – | 0.09% | 78 |
|
2021
Q2 | $229K | Buy |
+1,000
| New | +$229K | 0.08% | 79 |
|