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Sierra Summit Advisors’s Eli Lilly LLY Stock Holding History

Sierra Summit Advisors’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 		$23.9M Buy
19,926
+633
+3% +$647K 2.67% 8
2026
Q1 		$17.7M Buy
19,293
+3,742
+24% +$3.79M 2.58% 6
2025
Q4 		$16.7M Sell
15,551
-2,369
-13% -$2.27M 2.56% 8
2025
Q3 		$13.7M Buy
17,920
+1,672
+10% +$1.24M 2.08% 17
2025
Q2 		$12.7M Buy
16,248
+4,673
+40% +$3.63M 2.25% 14
2025
Q1 		$9.56M Buy
11,575
+719
+7% +$598K 2.07% 15
2024
Q4 		$8.38M Buy
10,856
+1,767
+19% +$1.46M 1.68% 27
2024
Q3 		$8.05M Buy
9,089
+190
+2% +$171K 1.85% 22
2024
Q2 		$8.06M Buy
8,899
+559
+7% +$447K 2% 21
2024
Q1 		$6.49M Buy
8,340
+1,948
+30% +$1.39M 1.77% 25
2023
Q4 		$3.73M Buy
+6,392
New +$3.73M 1.09% 35

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 $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sierra Summit Advisors's LLY Position: Q2 2026 in Review

Sierra Summit Advisors increased its Eli Lilly (LLY) stake by 3.3% in Q2 2026, buying an estimated $647K and bringing the position to 19,926 shares worth $23.9M. The position accounts for 2.67% of the portfolio, ranked #8.

Sierra Summit Advisors first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Sierra Summit Advisors held 19,926 shares of Eli Lilly worth $23.9M as of Q2 2026.
  • Sierra Summit Advisors bought 633 Eli Lilly shares in Q2 2026, an estimated $647K.
  • Eli Lilly made up 2.67% of Sierra Summit Advisors's portfolio in Q2 2026, its #8 holding.
  • Sierra Summit Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.