Montag & Caldwell, LLC
- SEC CIK
- 0000067698
- Latest filing
- Aug 15, 2025
LLY holding history
Eli Lilly & Co in every 13F filed by Montag & Caldwell, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
LLY overviewAll 13F holders of LLYFull Q2 2025 holdings
- Shares (Q2 2025)
- 17,546
- Value
- $13.7M
- % of portfolio
- 3.0%
- Quarters held
- 13
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 17,546 | $13.7M | 3.0% | +4,731+36.9% | Added | Holders |
| Q1 2025 | 12,815 | $10.6M | 2.5% | +11,135+662.8% | Added | Holders |
| Q4 2024 | 1,680 | $1.30M | 0.3% | +934+125.2% | Added | Holders |
| Q3 2024 | 746 | $660.9K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 746 | $675.4K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 746 | $580.4K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 746 | $434.9K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 746 | $400.7K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 746 | $349.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 746 | $256.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 746 | $272.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 746 | $241.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 746 | $242.0K | <0.1% | +746 | New | Holders |