SAM
LLY icon

Simplify Asset Management’s Eli Lilly LLY Stock Holding History

Simplify Asset Management’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 		$17.6M Sell
14,715
-1,988
-12% -$2.03M 0.25% 19
2026
Q1 		$15.4M Sell
16,703
-11,276
-40% -$11.4M 0.24% 16
2025
Q4 		$30.1M Buy
27,979
+18,315
+190% +$17.5M 0.49% 11
2025
Q3 		$7.37M Sell
9,664
-4,453
-32% -$3.31M 0.14% 22
2025
Q2 		$11M Sell
14,117
-173
-1% -$134K 0.55% 13
2025
Q1 		$11.8M Buy
14,290
+5,681
+66% +$4.73M 0.44% 14
2024
Q4 		$6.65M Sell
8,609
-10,473
-55% -$8.67M 0.33% 20
2024
Q3 		$16.9M Buy
19,082
+7,670
+67% +$6.9M 0.79% 17
2024
Q2 		$10.3M Buy
11,412
+3,371
+42% +$2.7M 0.69% 18
2024
Q1 		$6.26M Buy
8,041
+3,892
+94% +$2.77M 0.37% 23
2023
Q4 		$2.42M Sell
4,149
-766
-16% -$447K 0.22% 36
2023
Q3 		$2.64M Sell
4,915
-1,274
-21% -$656K 0.3% 35
2023
Q2 		$2.9M Buy
6,189
+752
+14% +$315K 0.38% 32
2023
Q1 		$1.87M Sell
5,437
-2,215
-29% -$747K 0.27% 43
2022
Q4 		$2.8M Buy
7,652
+616
+9% +$218K 0.43% 18
2022
Q3 		$2.27M Buy
7,036
+2,023
+40% +$641K 0.24% 24
2022
Q2 		$1.63M Buy
5,013
+1,361
+37% +$409K 0.06% 24
2022
Q1 		$1.05M Buy
3,652
+1,826
+100% +$470K 0.03% 36
2021
Q4 		$504K Buy
+1,826
New +$463K 0.02% 40

Other funds holding LLY

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Simplify Asset Management's LLY Position: Q2 2026 in Review

Simplify Asset Management reduced its Eli Lilly (LLY) stake by 12% in Q2 2026, selling an estimated $2.03M and leaving 14,715 shares worth $17.6M. The position accounts for 0.25% of the portfolio, ranked #19.

Simplify Asset Management first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. The position peaked at $30.1M in Q4 2025. 841 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Simplify Asset Management held 14,715 shares of Eli Lilly worth $17.6M as of Q2 2026.
  • Simplify Asset Management sold 1,988 Eli Lilly shares in Q2 2026, an estimated $2.03M.
  • Eli Lilly made up 0.25% of Simplify Asset Management's portfolio in Q2 2026, its #19 holding.
  • Simplify Asset Management first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
  • Simplify Asset Management's Eli Lilly position peaked at $30.1M in Q4 2025.
  • 841 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Simplify Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.