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Summit Financial Strategies’s Eli Lilly LLY Stock Holding History

Summit Financial Strategies’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 		$2.1M Sell
1,755
-45
-3% -$46K 0.15% 51
2026
Q1 		$1.66M Sell
1,800
-20
-1% -$20.3K 0.13% 54
2025
Q4 		$1.96M Sell
1,820
-110
-6% -$105K 0.16% 49
2025
Q3 		$1.47M Buy
1,930
+2
+0.1% +$1.49K 0.13% 53
2025
Q2 		$1.5M Sell
1,928
-10
-0.5% -$7.77K 0.14% 50
2025
Q1 		$1.6M Sell
1,938
-111
-5% -$92.4K 0.16% 46
2024
Q4 		$1.58M Sell
2,049
-56
-3% -$46.4K 0.17% 48
2024
Q3 		$1.86M Buy
2,105
+11
+0.5% +$9.89K 0.21% 39
2024
Q2 		$1.9M Sell
2,094
-24
-1% -$19.2K 0.24% 37
2024
Q1 		$1.65M Sell
2,118
-33
-2% -$23.5K 0.23% 37
2023
Q4 		$1.25M Buy
2,151
+39
+2% +$22.8K 0.19% 39
2023
Q3 		$1.13M Buy
2,112
+700
+50% +$361K 0.22% 35
2023
Q2 		$662K Sell
1,412
-348
-20% -$146K 0.12% 59
2023
Q1 		$604K Buy
1,760
+328
+23% +$111K 0.12% 61
2022
Q4 		$524K Sell
1,432
-100
-7% -$35.5K 0.11% 63
2022
Q3 		$496K Sell
1,532
-43
-3% -$13.6K 0.12% 59
2022
Q2 		$511K Buy
1,575
+337
+27% +$101K 0.12% 62
2022
Q1 		$355K Sell
1,238
-108
-8% -$27.8K 0.07% 79
2021
Q4 		$372K Hold
1,346
– – 0.07% 77
2021
Q3 		$311K Sell
1,346
-15
-1% -$3.7K 0.06% 90
2021
Q2 		$312K Buy
+1,361
New +$273K 0.06% 88

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Summit Financial Strategies's LLY Position: Q2 2026 in Review

Summit Financial Strategies reduced its Eli Lilly (LLY) stake by 2.5% in Q2 2026, selling an estimated $46K and leaving 1,755 shares worth $2.1M. The position accounts for 0.15% of the portfolio, ranked #51.

Summit Financial Strategies first reported a position in LLY in Q2 2021 and has held it in 21 quarters since. 2,247 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Summit Financial Strategies held 1,755 shares of Eli Lilly worth $2.1M as of Q2 2026.
  • Summit Financial Strategies sold 45 Eli Lilly shares in Q2 2026, an estimated $46K.
  • Eli Lilly made up 0.15% of Summit Financial Strategies's portfolio in Q2 2026, its #51 holding.
  • Summit Financial Strategies first reported a position in Eli Lilly in Q2 2021 and has held it in 21 quarters since.
  • 2,247 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.