P.J. Schmidt Investment Management (PJS)’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.4M | Sell |
18,956
-818
| -4% | -$829K | 2.93% | 8 |
|
|
2025
Q4 | $21.3M | Sell |
19,774
-623
| -3% | -$596K | 3.46% | 7 |
|
|
2025
Q3 | $15.6M | Buy |
20,397
+633
| +3% | +$471K | 2.57% | 9 |
|
|
2025
Q2 | $15.4M | Buy |
19,764
+482
| +2% | +$375K | 2.66% | 9 |
|
|
2025
Q1 | $15.9M | Sell |
19,282
-206
| -1% | -$171K | 2.92% | 8 |
|
|
2024
Q4 | $15M | Buy |
19,488
+345
| +2% | +$286K | 2.61% | 9 |
|
|
2024
Q3 | $17M | Sell |
19,143
-60
| -0.3% | -$53.9K | 2.93% | 8 |
|
|
2024
Q2 | $17.4M | Sell |
19,203
-94
| -0.5% | -$75.2K | 3.18% | 8 |
|
|
2024
Q1 | $15M | Sell |
19,297
-971
| -5% | -$691K | 2.83% | 8 |
|
|
2023
Q4 | $13M | Sell |
20,268
-4,019
| -17% | -$2.35M | 2.57% | 9 |
|
|
2023
Q3 | $14.3M | Sell |
24,287
-2,679
| -10% | -$1.38M | 3.08% | 6 |
|
|
2023
Q2 | $12.3M | Sell |
26,966
-603
| -2% | -$253K | 2.45% | 7 |
|
|
2023
Q1 | $10.8M | Sell |
27,569
-3,584
| -12% | -$1.21M | 2.25% | 9 |
|
|
2022
Q4 | $11.4M | Sell |
31,153
-1,803
| -5% | -$639K | 2.58% | 7 |
|
|
2022
Q3 | $11.2M | Sell |
32,956
-423
| -1% | -$134K | 2.7% | 6 |
|
|
2022
Q2 | $10.5M | Sell |
33,379
-918
| -3% | -$276K | 2.3% | 10 |
|
|
2022
Q1 | $10M | Sell |
34,297
-1,501
| -4% | -$386K | 2.22% | 13 |
|
|
2021
Q4 | $8.79M | Sell |
35,798
-380
| -1% | -$96.3K | 1.75% | 16 |
|
|
2021
Q3 | $8.99M | Sell |
36,178
-138
| -0.4% | -$34.1K | 1.77% | 15 |
|
|
2021
Q2 | $8.87M | Sell |
36,316
-270
| -0.7% | -$54.2K | 1.77% | 17 |
|
|
2021
Q1 | $6.67M | Buy |
36,586
+2,608
| +8% | +$510K | 1.39% | 20 |
|
|
2020
Q4 | $7.07M | Buy |
33,978
+862
| +3% | +$129K | 1.6% | 19 |
|
|
2020
Q3 | $4.37M | Buy |
33,116
+2,740
| +9% | +$424K | 1.06% | 26 |
|
|
2020
Q2 | $4.99M | Buy |
30,376
+4,873
| +19% | +$748K | 1.5% | 20 |
|
|
2020
Q1 | $3.54M | Buy |
25,503
+750
| +3% | +$103K | 1.23% | 30 |
|
|
2019
Q4 | $3.25M | Buy |
24,753
+1,660
| +7% | +$192K | 0.87% | 40 |
|
|
2019
Q3 | $2.58M | Buy |
+23,093
| New | +$2.57M | 0.73% | 45 |
|
Other funds holding LLY
VCM
VPM
