Eli Lilly & Co. shares owned by Caldwell Trust
Quarter-by-quarter ownership of Eli Lilly & Co. (LLY) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Eli Lilly & Co.
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Quarterly reported holdings in Eli Lilly & Co. by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 21k | 763.00 |
| 2021-12-31 | $6.5M | 24k | 276.22 |
| 2021-09-30 | $5.6M | 24k | 231.05 |
| 2021-06-30 | $5.6M | 24k | 229.52 |
| 2021-03-31 | $4.6M | 25k | 186.82 |
| 2020-12-31 | $4.3M | 25k | 168.84 |
| 2020-09-30 | $3.8M | 26k | 148.02 |
| 2020-06-30 | $4.5M | 27k | 164.18 |
| 2020-03-31 | $3.9M | 28k | 138.72 |
| 2019-12-31 | $3.8M | 29k | 131.43 |