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 Q2	–	Sell	-372	Closed	-$342K	–	86
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 Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summa Corp's LLY Position: Q2 2026 in Review

Summa Corp sold out of Eli Lilly (LLY) in Q2 2026, closing a stake of 372 shares — an estimated $342K sold.

Summa Corp first reported a position in LLY in Q1 2025 and held it in 5 quarters. The position peaked at $400K in Q4 2025. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Summa Corp reported no remaining Eli Lilly position as of Q2 2026 after selling out during the quarter.
Summa Corp sold 372 Eli Lilly shares in Q2 2026, an estimated $342K.
Summa Corp first reported a position in Eli Lilly in Q1 2025 and held it in 5 quarters.
Summa Corp's Eli Lilly position peaked at $400K in Q4 2025.
4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Summa Corp's 13F filing for Q2 2026, filed 6 Aug 2026.