Jim Cramer’s Take on 24 Stocks: Cisco, Eli Lilly, and Ford
In this article, we will look at the stocks on which Jim Cramer shared his take, explaining that dot-com analogies do not hold up for this market.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fundsmith LLP Terry Smith | 3,877,559 | $458,366,249 | -1% | 3.57% |
| 2. | Diamond Hill Capital Ric Dillon | 2,927,462 | $346,055,283 | -8% | 2.16% |
| 3. | Unisphere Establishment Hani Lazkani (Ceo) | 2,800,000 | $330,988,000 | -42% | 2.78% |
| 4. | Southpoint Capital Advisors John Smith Clark | 2,200,000 | $260,062,000 | +340% | 5.35% |
| 5. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 1,975,559 | $233,530,829 | -35% | 0.13% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $75.39 | 6,650 | $501,343.50 | 21,458 | 2026-05-13 | Filing | |
| $75.88 | 2,000 | $151,750.00 | 27,862 | 2026-05-13 | Filing | |
| $77.76 | 3,000 | $233,273.40 | 24,524 | 2026-05-11 | Filing | |
| $165.48 | 2,100 | $347,508.00 | 7,590 | 2021-02-19 | Filing | |
| $164.89 | 2,900 | $478,181.00 | 5,490 | 2021-02-19 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $127.55 | 10,800 | $1,377,531.36 | 101,337 | 2026-02-17 | Filing | |
| $126.46 | 9,200 | $1,163,432.92 | 112,137 | 2026-02-17 | Filing | |
| $170.00 | 652 | $110,840.00 | 15,129 | 2025-06-03 | Filing | |
| $170.00 | 326 | $55,420.00 | 15,781 | 2025-03-10 | Filing | |
| $166.14 | 1,210 | $201,029.40 | 11,245 | 2025-03-11 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 35,584,312 | $4,206,421,478 | 0.07% | |
| 2. | 26,072,846 | $3,082,071,126 | 0.07% | |
| 3. | 23,967,400 | $2,833,186,354 | 0.14% | |
| 4. | 19,324,401 | $2,284,337,442 | 0.08% | |
| 5. | 15,892,903 | $1,878,700,063 | 1.48% |