SEC 13F Intelligence

Lewis Asset Management, LLC / LLY

Lewis Asset Management, LLC’s Eli Lilly & Co Position

Does Lewis Asset Management, LLC own Eli Lilly & Co (LLY)? Yes — 2.7K shares worth $2M (+1.01% of its 13F portfolio) as of Q1 2026, up from 2.1K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
2.7K
% of Portfolio
+1.01%
Quarters Held
10
currently held

Position History LLY

Reported value by quarter
Q4 ’23: $687,846Q4 ’23Q1 ’24: $926,550Q2 ’24: $1MQ2 ’24Q3 ’24: $1MQ4 ’24: $807,512Q4 ’24Q1 ’25: $821,780Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ4 ’25: $2MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.7K$2M+1.01%
Q4 20252.1K$2M+0.94%
Q3 20252.4K$2M+0.76%
Q2 20252.3K$2M+0.84%
Q1 2025995$821,780+0.68%
Q4 20241.0K$807,512+0.62%
Q3 20241.2K$1M+0.76%
Q2 20241.2K$1M+0.82%
Q1 20241.2K$926,550+0.76%
Q4 20231.2K$687,846+0.63%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lewis Asset Management, LLC’s full portfolio or all institutional holders of LLY.