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Summit Financial Wealth Advisors’s Eli Lilly LLY Stock Holding History

Summit Financial Wealth Advisors’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 		$1.6M Buy
1,335
+195
+17% +$199K 0.2% 63
2026
Q1 		$1.05M Sell
1,140
-18
-2% -$18.2K 0.15% 74
2025
Q4 		$1.24M Sell
1,158
-60
-5% -$57.4K 0.18% 68
2025
Q3 		$1.01M Buy
1,218
+135
+12% +$100K 0.16% 66
2025
Q2 		$844K Buy
1,083
+231
+27% +$180K 0.15% 69
2025
Q1 		$703K Sell
852
-26
-3% -$21.6K 0.14% 76
2024
Q4 		$711K Buy
878
+30
+4% +$24.8K 0.14% 78
2024
Q3 		$751K Buy
848
+79
+10% +$71K 0.14% 73
2024
Q2 		$697K Buy
769
+16
+2% +$12.8K 0.14% 72
2024
Q1 		$586K Buy
+753
New +$536K 0.12% 75
2020
Q3 		– Sell
-1,305
Closed -$221K – 125
2020
Q2 		$221K Sell
1,305
-145
-10% -$22.3K 0.06% 109
2020
Q1 		$205K Hold
1,450
– – 0.06% 113
2019
Q4 		$201K Buy
+1,450
New +$168K 0.05% 132
2015
Q4 		– Sell
-179
Closed -$14K – 172
2015
Q3 		$14K Hold
179
– – 0.01% 173
2015
Q2 		$14K Hold
179
– – 0.01% 215
2015
Q1 		$13K Buy
+179
New +$12.7K 0.01% 189

Other funds holding LLY

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Summit Financial Wealth Advisors's LLY Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Eli Lilly (LLY) stake by 17% in Q2 2026, buying an estimated $199K and bringing the position to 1,335 shares worth $1.6M. The position accounts for 0.2% of the portfolio, ranked #63.

Summit Financial Wealth Advisors first reported a position in LLY in Q1 2015 and has held it in 16 quarters since. 841 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Summit Financial Wealth Advisors held 1,335 shares of Eli Lilly worth $1.6M as of Q2 2026.
  • Summit Financial Wealth Advisors bought 195 Eli Lilly shares in Q2 2026, an estimated $199K.
  • Eli Lilly made up 0.2% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #63 holding.
  • Summit Financial Wealth Advisors first reported a position in Eli Lilly in Q1 2015 and has held it in 16 quarters since.
  • 841 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.