Charles Schwab Trust Co: LLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on LLY, newest first. How the timeline and the estimate are built.

Charles Schwab Trust Co held 6,003,787 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 6,003,787 shares
Change vs previous 13F +104,505 shares
0.96% of the 13F portfolio, value $7,201,122,077.
13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 6,001,955 shares
- Charles Schwab Trust Co: 1,832 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 5,899,282 shares
Change vs previous 13F +140,108 shares
0.83% of the 13F portfolio, value $5,425,982,479.
13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 5,897,450 shares
- Charles Schwab Trust Co: 1,832 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 5,759,174 shares
Change vs previous 13F +125,531 shares
0.96% of the 13F portfolio, value $6,189,268,966.
13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 5,758,206 shares
- Charles Schwab Trust Co: 968 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 5,633,643 shares
Change vs previous 13F +273,492 shares
0.68% of the 13F portfolio, value $4,298,470,267.
13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 5,632,391 shares
- Charles Schwab Trust Co: 1,252 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 5,360,151 shares
Change vs previous 13F +112,150 shares
0.72% of the 13F portfolio, value $4,178,398,231.
13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 5,359,653 shares
- Charles Schwab Trust Co: 498 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 5,248,001 shares
Change vs previous 13F +212,596 shares
0.81% of the 13F portfolio, value $4,334,376,588.
13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-09-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 5,247,548 shares
- Charles Schwab Trust Co: 453 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 5,035,405 shares
Change vs previous 13F +199,959 shares
0.72% of the 13F portfolio, value $3,887,332,915.
13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 5,035,084 shares
- Charles Schwab Trust Co: 321 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 4,835,446 shares
Change vs previous 13F not available
0.82% of the 13F portfolio, value $4,283,915,325.
13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 4,835,220 shares
- Charles Schwab Trust Co: 226 shares
Acceptance time not in the bulk data set (spec §4.2).