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Sims Investment Management’s Eli Lilly LLY Stock Holding History

Sims Investment 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
Q1 		– Sell
-201
Closed -$216K – 42
2025
Q4 		$216K Buy
+201
New +$192K 0.08% 42

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sims Investment Management's LLY Position: Q1 2026 in Review

Sims Investment Management sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 201 shares — an estimated $216K sold.

Sims Investment Management first reported a position in LLY in Q4 2025 and held it in 1 quarter. The position peaked at $216K in Q4 2025. 4,389 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Sims Investment Management reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
  • Sims Investment Management sold 201 Eli Lilly shares in Q1 2026, an estimated $216K.
  • Sims Investment Management first reported a position in Eli Lilly in Q4 2025 and held it in 1 quarter.
  • Sims Investment Management's Eli Lilly position peaked at $216K in Q4 2025.
  • 4,389 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Sims Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.