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Caldwell Trust Co LLY Position History
Eli Lilly and Company • Healthcare
Quarters held
8
Latest value
$779K
Q3 2026
Peak value
$25M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $22M |
| Q4 2025 | $911K |
| Q1 2026 | $19.3M |
| Q1 2026 | $655K |
| Q2 2026 | $25M |
| Q2 2026 | $807K |
| Q3 2026 | $24.9M |
| Q3 2026 | $779K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $779K | 673 | — | — |
| Q3 2026 | $24.9M | 21.5K | — | — |
| Q2 2026 | $807K | 673 | — | — |
| Q2 2026 | $25M | 20.9K | — | — |
| Q1 2026 | $655K | 712 | — | — |
| Q1 2026 | $19.3M | 21.0K | — | — |
| Q4 2025 | $911K | 848 | — | — |
| Q4 2025 | $22M | 20.4K | — | — |
Other funds holding LLY
$108.4B
$104.2B
$99.1B
$84.5B
$79.5B
$72.9B
$62.3B
$59.7B