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Summit Investment Advisors, Inc.\KS’s Eli Lilly LLY Stock Holding History

Summit Investment Advisors, Inc.\KS’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
Q3 		$2.76M Sell
2,387
-16
-0.7% -$18.9K 1.25% 15
2026
Q2 		$2.88M Sell
2,403
-8
-0.3% -$8.17K 1.32% 18
2026
Q1 		$2.22M Sell
2,411
-12
-0.5% -$12.2K 1.13% 23
2025
Q4 		$2.6M Buy
+2,423
New +$2.32M 1.4% 20

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Summit Investment Advisors, Inc.\KS's LLY Position: Q3 2026 in Review

Summit Investment Advisors, Inc.\KS reduced its Eli Lilly (LLY) stake by 0.67% in Q3 2026, selling an estimated $18.9K and leaving 2,387 shares worth $2.76M. The position accounts for 1.25% of the portfolio, ranked #15.

Summit Investment Advisors, Inc.\KS first reported a position in LLY in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.88M in Q2 2026. 2,688 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Summit Investment Advisors, Inc.\KS held 2,387 shares of Eli Lilly worth $2.76M as of Q3 2026.
  • Summit Investment Advisors, Inc.\KS sold 16 Eli Lilly shares in Q3 2026, an estimated $18.9K.
  • Eli Lilly made up 1.25% of Summit Investment Advisors, Inc.\KS's portfolio in Q3 2026, its #15 holding.
  • Summit Investment Advisors, Inc.\KS first reported a position in Eli Lilly in Q4 2025 and has held it in 4 quarters since.
  • Summit Investment Advisors, Inc.\KS's Eli Lilly position peaked at $2.88M in Q2 2026.
  • 2,688 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Summit Investment Advisors, Inc.\KS's 13F filing for Q3 2026, filed 5 Nov 2026.