SEC 13F Intelligence

Schmidt P J Investment Management Inc / LLY

Schmidt P J Investment Management Inc’s Eli Lilly & Co Position

Does Schmidt P J Investment Management Inc own Eli Lilly & Co (LLY)? Yes — 19.0K shares worth $17M (+2.93% of its 13F portfolio) as of Q1 2026, down from 19.8K shares the prior filed quarter.

Position Value
$17M
Q1 2026
Shares
19.0K
% of Portfolio
+2.93%
Quarters Held
27
currently held

Position History LLY

Reported value by quarter
Q3 ’19: $3MQ3 ’19Q4 ’19: $3MQ1 ’20: $4MQ2 ’20: $5MQ3 ’20: $4MQ3 ’20Q4 ’20: $7MQ1 ’21: $7MQ2 ’21: $9MQ3 ’21: $9MQ3 ’21Q4 ’21: $9MQ1 ’22: $10MQ2 ’22: $11MQ3 ’22: $11MQ3 ’22Q4 ’22: $11MQ1 ’23: $11MQ2 ’23: $12MQ3 ’23: $14MQ3 ’23Q4 ’23: $13MQ1 ’24: $15MQ2 ’24: $17MQ3 ’24: $17MQ3 ’24Q4 ’24: $15MQ1 ’25: $16MQ2 ’25: $15MQ3 ’25: $16MQ3 ’25Q4 ’25: $21MQ1 ’26: $17Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202619.0K$17M+2.93%
Q4 202519.8K$21M+3.46%
Q3 202520.4K$16M+2.57%
Q2 202519.8K$15M+2.66%
Q1 202519.3K$16M+2.92%
Q4 202419.5K$15M+2.61%
Q3 202419.1K$17M+2.93%
Q2 202419.2K$17M+3.18%
Q1 202419.3K$15M+2.83%
Q4 202320.3K$13M+2.57%
Q3 202324.3K$14M+3.08%
Q2 202327.0K$12M+2.45%
Q1 202327.6K$11M+2.25%
Q4 202231.2K$11M+2.58%
Q3 202233.0K$11M+2.70%
Q2 202233.4K$11M+2.30%
Q1 202234.3K$10M+2.22%
Q4 202135.8K$9M+1.75%
Q3 202136.2K$9M+1.77%
Q2 202136.3K$9M+1.77%
Q1 202136.6K$7M+1.39%
Q4 202034.0K$7M+1.60%
Q3 202033.1K$4M+1.06%
Q2 202030.4K$5M+1.50%
Q1 202025.5K$4M+1.23%
Q4 201924.8K$3M+0.87%
Q3 201923.1K$3M+0.73%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Schmidt P J Investment Management Inc’s full portfolio or all institutional holders of LLY.