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 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 Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Stone Summit Wealth's LLY Position: Q1 2026 in Review

Stone Summit Wealth increased its Eli Lilly (LLY) stake by 0.51% in Q1 2026, buying an estimated $17.2K and bringing the position to 3,380 shares worth $3.11M. The position accounts for 0.87% of the portfolio, ranked #35.

Stone Summit Wealth first reported a position in LLY in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.61M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Stone Summit Wealth held 3,380 shares of Eli Lilly worth $3.11M as of Q1 2026.
Stone Summit Wealth bought 17 Eli Lilly shares in Q1 2026, an estimated $17.2K.
Eli Lilly made up 0.87% of Stone Summit Wealth's portfolio in Q1 2026, its #35 holding.
Stone Summit Wealth first reported a position in Eli Lilly in Q1 2022 and has held it in 17 quarters since.
Stone Summit Wealth's Eli Lilly position peaked at $3.61M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.