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Stone Summit Wealth’s Eli Lilly LLY Stock Holding History

Stone Summit Wealth’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 		$4.16M Buy
3,470
+90
+3% +$92K 1.06% 32
2026
Q1 		$3.11M Buy
3,380
+17
+0.5% +$17.2K 0.87% 35
2025
Q4 		$3.61M Buy
3,363
+40
+1% +$38.2K 0.98% 33
2025
Q3 		$2.54M Buy
3,323
+1,418
+74% +$1.06M 0.72% 44
2025
Q2 		$1.49M Buy
1,905
+7
+0.4% +$5.44K 0.46% 58
2025
Q1 		$1.57M Hold
1,898
– – 0.53% 59
2024
Q4 		$1.47M Sell
1,898
-31
-2% -$25.7K 0.49% 58
2024
Q3 		$1.71M Sell
1,929
-7
-0.4% -$6.29K 0.55% 56
2024
Q2 		$1.75M Sell
1,936
-10
-0.5% -$8K 0.63% 53
2024
Q1 		$1.51M Sell
1,946
-25
-1% -$17.8K 0.53% 60
2023
Q4 		$1.15M Buy
1,971
+90
+5% +$52.5K 0.44% 70
2023
Q3 		$1.01M Buy
1,881
+50
+3% +$25.8K 0.43% 70
2023
Q2 		$859K Sell
1,831
-10
-0.5% -$4.19K 0.36% 74
2023
Q1 		$632K Sell
1,841
-3
-0.2% -$1.01K 0.28% 81
2022
Q4 		$675K Hold
1,844
– – 0.33% 79
2022
Q3 		$596K Buy
1,844
+103
+6% +$32.6K 0.37% 76
2022
Q2 		$565K Buy
1,741
+50
+3% +$15K 0.34% 74
2022
Q1 		$495K Buy
+1,691
New +$435K 0.28% 84

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

Stone Summit Wealth's LLY Position: Q2 2026 in Review

Stone Summit Wealth increased its Eli Lilly (LLY) stake by 2.7% in Q2 2026, buying an estimated $92K and bringing the position to 3,470 shares worth $4.16M. The position accounts for 1.06% of the portfolio, ranked #32.

Stone Summit Wealth first reported a position in LLY in Q1 2022 and has held it in 18 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Stone Summit Wealth held 3,470 shares of Eli Lilly worth $4.16M as of Q2 2026.
  • Stone Summit Wealth bought 90 Eli Lilly shares in Q2 2026, an estimated $92K.
  • Eli Lilly made up 1.06% of Stone Summit Wealth's portfolio in Q2 2026, its #32 holding.
  • Stone Summit Wealth first reported a position in Eli Lilly in Q1 2022 and has held it in 18 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.