Morton Capital Management’s Eli Lilly LLY Stock Holding History

Morton Capital Management’s Portfolio LLY Stock Details LLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$580K	Sell
2025 Q2	$678K	Buy
2025 Q1	$625K	Buy
2024 Q4	$556K	Hold
2024 Q3	$638K	Buy
2024 Q2	$378K	Sell
2024 Q1	$344K	Buy
2023 Q4	$246K	Buy
2023 Q3	$215K	Sell
2023 Q2	$206K	Buy