Fischer Financial Services
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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
Q3 		$2.77M Buy
2,394
+41
+2% +$48.4K 0.68% 32
2026
Q2 		$2.82M Buy
2,353
+202
+9% +$206K 0.71% 32
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 $104B AUM 51.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fischer Financial Services's LLY Position: Q3 2026 in Review

Fischer Financial Services increased its Eli Lilly (LLY) stake by 1.7% in Q3 2026, buying an estimated $48.4K and bringing the position to 2,394 shares worth $2.77M. The position accounts for 0.68% of the portfolio, ranked #32.

Fischer Financial Services first reported a position in LLY in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.82M in Q2 2026. 2,398 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Fischer Financial Services held 2,394 shares of Eli Lilly worth $2.77M as of Q3 2026.
  • Fischer Financial Services bought 41 Eli Lilly shares in Q3 2026, an estimated $48.4K.
  • Eli Lilly made up 0.68% of Fischer Financial Services's portfolio in Q3 2026, its #32 holding.
  • Fischer Financial Services first reported a position in Eli Lilly in Q4 2024 and has held it in 8 quarters since.
  • Fischer Financial Services's Eli Lilly position peaked at $2.82M in Q2 2026.
  • 2,398 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Fischer Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.