Position in LLY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$11,626,075
+$4,567,761 QoQ
Shares Held
9,693
+26.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#1,170
of 4,605 holders
Holding Since
Dec 2023
11 quarters on record
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Simplicity Wealth,LLC holds $64,075,335 across 13 Drug Manufacturers - General names. LLY ranks #3 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
81,682 | $20,554,458 | |
| 2 | JNJ |
Johnson & Johnson
|
53,196 | $13,510,188 | |
| 3 | LLY |
ELI LILLY & Co
This page
|
9,693 | $11,626,075 | |
| 4 | MRK |
Merck & Co., Inc.
|
53,267 | $6,844,809 | |
| 5 | AMGN |
Amgen Inc
|
10,539 | $3,816,382 | |
| 6 | PFE |
Pfizer Inc
|
109,120 | $2,627,609 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
10,730 | $1,355,628 | |
| 8 | NVS |
Novartis AG
|
5,984 | $937,812 |
All Filings in LLY
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,626,075 | 9,693 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $7,058,314 | 7,674 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $7,783,907 | 7,243 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $5,968,186 | 7,822 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $9,578,864 | 12,288 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,506,164 | 5,456 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,960,108 | 2,539 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,660,704 | 4,132 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $46,715,797 | 51,598 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $40,315,443 | 51,822 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $286,796 | 492 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||