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Fischer Financial Services’s Eli Lilly LLY Stock Holding History

Fischer Financial Services’s Portfolio LLY Stock Details LLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.98M Buy
2,151
+11
+0.5% +$11.2K 0.67% 34
2025
Q4 		$2.3M Sell
2,140
-190
-8% -$182K 0.61% 33
2025
Q3 		$1.78M Sell
2,330
-21
-0.9% -$15.6K 0.48% 41
2025
Q2 		$1.83M Sell
2,351
-8
-0.3% -$6.22K 0.54% 38
2025
Q1 		$1.95M Sell
2,359
-93
-4% -$77.4K 0.63% 36
2024
Q4 		$1.89M Buy
+2,452
New +$2.03M 0.6% 36

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fischer Financial Services's LLY Position: Q1 2026 in Review

Fischer Financial Services increased its Eli Lilly (LLY) stake by 0.51% in Q1 2026, buying an estimated $11.2K and bringing the position to 2,151 shares worth $1.98M. The position accounts for 0.67% of the portfolio, ranked #34.

Fischer Financial Services first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.3M in Q4 2025. 4,356 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Fischer Financial Services held 2,151 shares of Eli Lilly worth $1.98M as of Q1 2026.
  • Fischer Financial Services bought 11 Eli Lilly shares in Q1 2026, an estimated $11.2K.
  • Eli Lilly made up 0.67% of Fischer Financial Services's portfolio in Q1 2026, its #34 holding.
  • Fischer Financial Services first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • Fischer Financial Services's Eli Lilly position peaked at $2.3M in Q4 2025.
  • 4,356 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Fischer Financial Services's 13F filing for Q1 2026, filed 28 Apr 2026.