Simplicity Wealth’s Eli Lilly LLY Stock Holding History

Simplicity Wealth’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 Q1	$7.06M	Buy	7,674 +431	+6%	+$437K	0.4%	54
2025 Q4	$7.78M	Sell	7,243 -579	-7%	-$554K	0.46%	48
2025 Q3	$5.97M	Sell	7,822 -4,466	-36%	-$3.32M	0.35%	61
2025 Q2	$9.58M	Buy	12,288 +6,832	+125%	+$5.31M	0.4%	55
2025 Q1	$4.51M	Buy	5,456 +2,917	+115%	+$2.43M	0.35%	60
2024 Q4	$1.96M	Sell	2,539 -1,593	-39%	-$1.32M	0.41%	42
2024 Q3	$3.66M	Sell	4,132 -47,466	-92%	-$42.7M	0.34%	67
2024 Q2	$46.7M	Sell	51,598 -224	-0.4%	-$179K	1.06%	17
2024 Q1	$40.3M	Buy	51,822 +51,330	+10,433%	+$36.5M	0.96%	18
2023 Q4	$287K	Buy	+492	New	+$287K	0.11%	144

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Simplicity Wealth's LLY Position: Q1 2026 in Review

Simplicity Wealth increased its Eli Lilly (LLY) stake by 6% in Q1 2026, buying an estimated $437K and bringing the position to 7,674 shares worth $7.06M. The position accounts for 0.4% of the portfolio, ranked #54.

Simplicity Wealth first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $46.7M in Q2 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Simplicity Wealth held 7,674 shares of Eli Lilly worth $7.06M as of Q1 2026.
Simplicity Wealth bought 431 Eli Lilly shares in Q1 2026, an estimated $437K.
Eli Lilly made up 0.4% of Simplicity Wealth's portfolio in Q1 2026, its #54 holding.
Simplicity Wealth first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
Simplicity Wealth's Eli Lilly position peaked at $46.7M in Q2 2024.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.