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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
Q2 		$11.6M Buy
9,693
+2,019
+26% +$2.06M 0.39% 61
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
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 $3.38T AUM 44.17% 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

Simplicity Wealth's LLY Position: Q2 2026 in Review

Simplicity Wealth increased its Eli Lilly (LLY) stake by 26% in Q2 2026, buying an estimated $2.06M and bringing the position to 9,693 shares worth $11.6M. The position accounts for 0.39% of the portfolio, ranked #61.

Simplicity Wealth first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $46.7M in Q2 2024. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Simplicity Wealth held 9,693 shares of Eli Lilly worth $11.6M as of Q2 2026.
  • Simplicity Wealth bought 2,019 Eli Lilly shares in Q2 2026, an estimated $2.06M.
  • Eli Lilly made up 0.39% of Simplicity Wealth's portfolio in Q2 2026, its #61 holding.
  • Simplicity Wealth first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • Simplicity Wealth's Eli Lilly position peaked at $46.7M in Q2 2024.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.