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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
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 $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return