LLY β€” ELI LILLY & CO

Ownership history in F/m Investments LLC  Β·  7 quarters on record

AI Ownership Summary

F/m Investments LLC reported ELI LILLY & CO (LLY) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 1.55% in 2024 Q2. The latest visible filing shows LLY at 1.53% 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.

What this LLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was F/m Investments LLC's position in ELI LILLY & CO, 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 1.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.55% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 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 F/m Investments LLC held LLY β€” position size vs. price
% of Fund (quarterly)    LLY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 37,498 -890 -2.3% 1.53% $40.3M 2026-02-14 (Est.) $1040.00
2025 Q3 ADDED 38,388 +1,528 +4.1% 1.13% $29.3M 2025-11-13 $1019.67
2025 Q2 ADDED 36,860 +52 +0.1% 1.04% $28.7M 2025-08-13 $656.98
2025 Q1 REDUCED 36,808 -694 -1.9% 1.21% $30.4M 2025-05-14 $710.30
2024 Q4 REDUCED 37,502 -7,679 -17.0% 1.07% $29.0M 2025-02-13 $863.96
2024 Q3 REDUCED 45,181 -2,330 -4.9% 1.26% $40.0M 2024-10-29 $893.92
2024 Q2 INITIATED 47,511 β€” β€” 1.55% $43.0M 2024-07-29 $798.03

FAQ About F/m Investments LLC and LLY

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

How long has F/m Investments LLC reported owning LLY?

F/m Investments LLC reported LLY across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported LLY position in F/m Investments LLC's portfolio?

The largest reported portfolio weight for LLY was 1.55% in 2024 Q2.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2025 Q4, when F/m Investments LLC reported 37,498 shares, equal to 1.53% of portfolio, with an estimated market value of $40.3M.

What does the chart on this LLY ownership page compare?

The chart compares F/m Investments LLC'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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