LLY ELI LILLY com

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

AI Ownership Summary

FISHMAN JAY A LTD/MI reported ELI LILLY com (LLY) in 54 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.49% in 2025 Q4. The latest visible filing shows LLY at 2.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FISHMAN JAY A LTD/MI's position in ELI LILLY com, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LLY was reported at 2.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.49% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FISHMAN JAY A LTD/MI held LLY — position size vs. price
% of Fund (quarterly)    LLY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 28,139 +1,344 +5.0% 2.49% $30.2M 2026-02-14 (Est.) $1040.00
2025 Q3 ADDED 26,795 +20,701 +339.7% 1.75% $20.4M 2025-11-05 $922.91
2025 Q2 ADDED 6,094 +2,143 +54.2% 0.45% $4.8M 2025-07-22 $772.31
2025 Q1 REDUCED 3,951 -152 -3.7% 0.36% $3.3M 2025-04-22 $821.46
2024 Q4 ADDED 4,103 +262 +6.8% 0.30% $3.2M 2025-01-29 $796.80
2024 Q3 REDUCED 3,841 -143,661 -97.4% 0.34% $3.4M 2024-10-30 $837.77
2024 Q2 ADDED 147,502 +143,611 +3690.9% 0.35% $3.3M 2024-07-31 $794.56
2024 Q1 UNCHANGED 3,891 0% 0.33% $3.0M 2024-04-23 $735.43
2023 Q4 ADDED 3,891 +50 +1.3% 0.26% $2.3M 2024-01-24 $623.89
45 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FISHMAN JAY A LTD/MI and LLY

These are the practical questions this page is built to answer before you even open the full history table.

How long has FISHMAN JAY A LTD/MI reported owning LLY?

FISHMAN JAY A LTD/MI reported LLY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LLY position in FISHMAN JAY A LTD/MI's portfolio?

The largest reported portfolio weight for LLY was 2.49% in 2025 Q4.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2025 Q4, when FISHMAN JAY A LTD/MI reported 28,139 shares, equal to 2.49% of portfolio, with an estimated market value of $30.2M.

What does the chart on this LLY ownership page compare?

The chart compares FISHMAN JAY A LTD/MI's quarterly LLY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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