Simon Quick Advisors’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
Q2
$6.97M Buy
5,814
+93
+2% +$95K 0.28% 60
2026
Q1
$5.26M Sell
5,721
-1,296
-18% -$1.31M 0.24% 67
2025
Q4
$7.54M Buy
7,017
+2,221
+46% +$2.12M 0.33% 54
2025
Q3
$3.66M Buy
4,796
+621
+15% +$462K 0.17% 91
2025
Q2
$3.25M Sell
4,175
-1,933
-32% -$1.5M 0.16% 88
2025
Q1
$5.04M Buy
6,108
+1,204
+25% +$1M 0.29% 40
2024
Q4
$3.79M Buy
4,904
+123
+3% +$102K 0.23% 46
2024
Q3
$4.24M Buy
4,781
+675
+16% +$607K 0.27% 43
2024
Q2
$3.72M Sell
4,106
-158
-4% -$126K 0.26% 45
2024
Q1
$3.32M Buy
4,264
+1,337
+46% +$952K 0.25% 52
2023
Q4
$1.71M Buy
2,927
+278
+10% +$162K 0.15% 82
2023
Q3
$1.42M Buy
2,649
+775
+41% +$399K 0.13% 87
2023
Q2
$879K Buy
1,874
+215
+13% +$90.2K 0.08% 111
2023
Q1
$570K Buy
1,659
+807
+95% +$272K 0.06% 141
2022
Q4
$312K Buy
+852
New +$302K 0.04% 172
2022
Q2
Sell
-353
Closed -$101K 300
2022
Q1
$101K Buy
353
+7
+2% +$1.8K 0.03% 144
2021
Q4
$96K Buy
346
+68
+24% +$17.2K 0.03% 164
2021
Q3
$64K Buy
278
+33
+13% +$8.14K 0.02% 218
2021
Q2
$56K Sell
245
-1
-0.4% -$201 0.01% 228
2021
Q1
$45K Sell
246
-299
-55% -$58.5K 0.01% 275
2020
Q4
$92K Buy
545
+302
+124% +$45.1K 0.03% 149
2020
Q3
$36K Sell
243
-39
-14% -$6.04K 0.01% 234
2020
Q2
$46K Hold
282
0.02% 198
2020
Q1
$39K Sell
282
-56
-17% -$7.69K 0.01% 217
2019
Q4
$44K Buy
338
+300
+789% +$34.8K 0.02% 242
2019
Q3
$4K Sell
38
-97
-72% -$10.8K ﹤0.01% 319
2019
Q2
$15K Buy
+135
New +$15.9K 0.01% 199
2018
Q2
Sell
-57
Closed -$4K 367
2018
Q1
$4K Buy
57
+1
+2% +$81 ﹤0.01% 270
2017
Q4
$5K Sell
56
-3,159
-98% -$269K ﹤0.01% 366
2017
Q3
$275K Sell
3,215
-1
-0% -$82 0.1% 90
2017
Q2
$265K Sell
3,216
-28
-0.9% -$2.28K 0.15% 55
2017
Q1
$273K Buy
+3,244
New +$260K 0.16% 66

Other funds holding LLY

Simon Quick Advisors's LLY Position: Q2 2026 in Review

Simon Quick Advisors increased its Eli Lilly (LLY) stake by 1.6% in Q2 2026, buying an estimated $95K and bringing the position to 5,814 shares worth $6.97M. The position accounts for 0.28% of the portfolio, ranked #60.

Simon Quick Advisors first reported a position in LLY in Q1 2017 and has held it in 32 quarters since. The position peaked at $7.54M in Q4 2025. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Simon Quick Advisors held 5,814 shares of Eli Lilly worth $6.97M as of Q2 2026.
  • Simon Quick Advisors bought 93 Eli Lilly shares in Q2 2026, an estimated $95K.
  • Eli Lilly made up 0.28% of Simon Quick Advisors's portfolio in Q2 2026, its #60 holding.
  • Simon Quick Advisors first reported a position in Eli Lilly in Q1 2017 and has held it in 32 quarters since.
  • Simon Quick Advisors's Eli Lilly position peaked at $7.54M in Q4 2025.
  • 4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.