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Summa Corp’s Eli Lilly LLY Stock Holding History

Summa Corp’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 		$342K Hold
372
– – 0.14% 67
2025
Q4 		$400K Sell
372
-6
-2% -$5.74K 0.17% 57
2025
Q3 		$288K Hold
378
– – 0.13% 64
2025
Q2 		$295K Hold
378
– – 0.15% 63
2025
Q1 		$312K Buy
+378
New +$315K 0.18% 51

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

Summa Corp's LLY Position: Q1 2026 in Review

Summa Corp held its Eli Lilly (LLY) position steady in Q1 2026 at 372 shares worth $342K. The position accounts for 0.14% of the portfolio, ranked #67.

Summa Corp first reported a position in LLY in Q1 2025 and has held it in 5 quarters since. The position peaked at $400K in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Summa Corp held 372 shares of Eli Lilly worth $342K as of Q1 2026.
  • Summa Corp left its Eli Lilly share count unchanged in Q1 2026.
  • Eli Lilly made up 0.14% of Summa Corp's portfolio in Q1 2026, its #67 holding.
  • Summa Corp first reported a position in Eli Lilly in Q1 2025 and has held it in 5 quarters since.
  • Summa Corp's Eli Lilly position peaked at $400K in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Summa Corp's 13F filing for Q1 2026, filed 30 Apr 2026.