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Summit Financial’s Eli Lilly LLY Stock Holding History

Summit Financial’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 		$26.1M Buy
28,323
+13,074
+86% +$13.3M 0.33% 58
2025
Q4 		$16.4M Buy
15,249
+372
+3% +$356K 0.24% 78
2025
Q3 		$11.4M Buy
14,877
+815
+6% +$606K 0.17% 110
2025
Q2 		$11M Buy
14,062
+1,574
+13% +$1.22M 0.25% 70
2025
Q1 		$10.3M Buy
12,488
+20
+0.2% +$16.6K 0.29% 66
2024
Q4 		$9.63M Buy
12,468
+5,984
+92% +$4.95M 0.34% 52
2024
Q3 		$5.74M Sell
6,484
-1,890
-23% -$1.7M 0.23% 78
2024
Q2 		$7.58M Buy
8,374
+5,939
+244% +$4.75M 0.35% 46
2024
Q1 		$1.89M Sell
2,435
-345
-12% -$246K 0.11% 107
2023
Q4 		$1.62M Sell
2,780
-176
-6% -$103K 0.11% 120
2023
Q3 		$1.59M Sell
2,956
-7,516
-72% -$3.87M 0.12% 115
2023
Q2 		$4.91M Buy
10,472
+6,982
+200% +$2.93M 0.36% 40
2023
Q1 		$1.2M Buy
3,490
+926
+36% +$312K 0.1% 101
2022
Q4 		$938K Buy
2,564
+228
+10% +$80.8K 0.09% 119
2022
Q3 		$755K Buy
2,336
+1,270
+119% +$402K 0.07% 133
2022
Q2 		$346K Sell
1,066
-12
-1% -$3.6K 0.03% 187
2022
Q1 		$309K Buy
1,078
+1
+0.1% +$257 0.02% 217
2021
Q4 		$297K Buy
+1,077
New +$273K 0.02% 213

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Summit Financial's LLY Position: Q1 2026 in Review

Summit Financial increased its Eli Lilly (LLY) stake by 86% in Q1 2026, buying an estimated $13.3M and bringing the position to 28,323 shares worth $26.1M. The position accounts for 0.33% of the portfolio, ranked #58.

Summit Financial first reported a position in LLY in Q4 2021 and has held it in 18 quarters since. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Summit Financial held 28,323 shares of Eli Lilly worth $26.1M as of Q1 2026.
  • Summit Financial bought 13,074 Eli Lilly shares in Q1 2026, an estimated $13.3M.
  • Eli Lilly made up 0.33% of Summit Financial's portfolio in Q1 2026, its #58 holding.
  • Summit Financial first reported a position in Eli Lilly in Q4 2021 and has held it in 18 quarters since.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.