Position in LLY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$6,973,486
+$1,711,482 QoQ
Shares Held
5,814
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#1,476
of 4,605 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026SIMON QUICK ADVISORS, LLC holds $16,236,952 across 7 Drug Manufacturers - General names. LLY ranks #1 (42.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
5,814 | $6,973,486 | |
| 2 | JNJ |
Johnson & Johnson
|
14,359 | $3,646,755 | |
| 3 | GILD |
Gilead Sciences, Inc.
|
18,911 | $2,389,215 | |
| 4 | ABBV |
AbbVie Inc.
|
6,539 | $1,645,473 | |
| 5 | MRK |
Merck & Co., Inc.
|
5,250 | $674,625 | |
| 6 | AMGN |
Amgen Inc
|
1,591 | $576,132 | |
| 7 | AZN |
Astrazeneca PLC
|
1,747 | $331,266 |
All Filings in LLY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,973,486 | 5,814 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,262,004 | 5,721 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $7,541,030 | 7,017 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,659,348 | 4,796 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,254,537 | 4,175 | Shares | Sole | 2025-10-08 | |
| 2025-03-31 | $5,044,658 | 6,108 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $3,785,888 | 4,904 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,235,679 | 4,781 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,717,490 | 4,106 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,317,221 | 4,264 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,706,206 | 2,927 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,422,857 | 2,649 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $878,868 | 1,874 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $569,733 | 1,659 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $311,695 | 852 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $101,088 | 353 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $95,572 | 346 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $64,231 | 278 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $56,232 | 245 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $45,957 | 246 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $92,017 | 545 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $35,968 | 243 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $46,298 | 282 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $39,119 | 282 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||