Morton Capital Management’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 | $678K | Buy |
870
+114
| +15% | +$88.8K | 0.12% | 57 |
|
|
2025
Q1 | $625K | Buy |
756
+36
| +5% | +$29.7K | 0.12% | 59 |
|
|
2024
Q4 | $556K | Hold |
720
| – | – | 0.1% | 64 |
|
|
2024
Q3 | $638K | Buy |
720
+302
| +72% | +$268K | 0.13% | 58 |
|
|
2024
Q2 | $378K | Sell |
418
-24
| -5% | -$21.7K | 0.09% | 69 |
|
|
2024
Q1 | $344K | Buy |
442
+20
| +5% | +$15.6K | 0.09% | 71 |
|
|
2023
Q4 | $246K | Buy |
422
+22
| +6% | +$12.8K | 0.07% | 86 |
|
|
2023
Q3 | $215K | Sell |
400
-39
| -9% | -$20.9K | 0.08% | 85 |
|
|
2023
Q2 | $206K | Buy |
+439
| New | +$206K | 0.07% | 89 |
|