LLY — ELI LILLY com

Ownership history in FISHMAN JAY A LTD/MI  ·  54 quarters on record

This page tracks every 13F SEC filing in which FISHMAN JAY A LTD/MI reported a position in ELI LILLY com (LLY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.49% (2025 Q4)
Avg. % of fund
0.77%
First filed
1999 Q2
Last filed
2025 Q4
Quarters held
54
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 28,139 +1,344 +5.0% 2.49% $30.2M $1072.89
2025 Q3 ADDED 26,795 +20,701 +339.7% 1.75% $20.4M $760.61
2025 Q2 ADDED 6,094 +2,143 +54.2% 0.45% $4.8M $775.39
2025 Q1 REDUCED 3,951 -152 -3.7% 0.36% $3.3M $819.84
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% of Fund (quarterly)    LLY price (monthly, adj. close)

Other funds also holding LLY

As of 2025 Q4 — sorted by position size

LILLY ENDOWMENT INC 3Y 7Y 100.0% Private Capital Advisors, Inc. 3Y 7Y 46.91% XR Securities LLC 3Y 7Y 41.84% Bedel Financial Consulting, Inc. 3Y 7Y 37.93% PNC FINANCIAL SERVICES GROUP, INC. 3Y 7Y 30.13% Goelzer Investment Management, Inc. 3Y 7Y 27.06% Holistic Financial Partners 3Y 7Y 26.45% Cascade Financial Partners, LLC 25.78% SAPIENT CAPITAL LLC 22.72% WEATHERLY ASSET MANAGEMENT L. P. 3Y 7Y 22.67%
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