Stone Summit Wealth
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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
Q3 		$3.69M Sell
3,190
-280
-8% -$330K 1% 31
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 $104B AUM 51.65% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Private Capital Advisors
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Weatherly Asset Management
Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

Stone Summit Wealth's LLY Position: Q3 2026 in Review

Stone Summit Wealth reduced its Eli Lilly (LLY) stake by 8.1% in Q3 2026, selling an estimated $330K and leaving 3,190 shares worth $3.69M. The position accounts for 1% of the portfolio, ranked #31.

Stone Summit Wealth first reported a position in LLY in Q1 2022 and has held it in 19 quarters since. The position peaked at $4.16M in Q2 2026. 1,138 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Stone Summit Wealth held 3,190 shares of Eli Lilly worth $3.69M as of Q3 2026.
  • Stone Summit Wealth sold 280 Eli Lilly shares in Q3 2026, an estimated $330K.
  • Eli Lilly made up 1% of Stone Summit Wealth's portfolio in Q3 2026, its #31 holding.
  • Stone Summit Wealth first reported a position in Eli Lilly in Q1 2022 and has held it in 19 quarters since.
  • Stone Summit Wealth's Eli Lilly position peaked at $4.16M in Q2 2026.
  • 1,138 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.