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J.E. Simmons & Co’s Eli Lilly LLY Stock Holding History

J.E. Simmons & Co’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
Q2 		$752K Buy
627
+16
+3% +$16.3K 0.42% 26
2026
Q1 		$562K Sell
611
-14
-2% -$14.2K 0.38% 32
2025
Q4 		$672K Buy
+625
New +$598K 0.44% 32

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

J.E. Simmons & Co's LLY Position: Q2 2026 in Review

J.E. Simmons & Co increased its Eli Lilly (LLY) stake by 2.6% in Q2 2026, buying an estimated $16.3K and bringing the position to 627 shares worth $752K. The position accounts for 0.42% of the portfolio, ranked #26.

J.E. Simmons & Co first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. 4,618 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • J.E. Simmons & Co held 627 shares of Eli Lilly worth $752K as of Q2 2026.
  • J.E. Simmons & Co bought 16 Eli Lilly shares in Q2 2026, an estimated $16.3K.
  • Eli Lilly made up 0.42% of J.E. Simmons & Co's portfolio in Q2 2026, its #26 holding.
  • J.E. Simmons & Co first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
  • 4,618 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on J.E. Simmons & Co's 13F filing for Q2 2026, filed 15 Jul 2026.