Summit Global Investments’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.5M | Sell |
10,407
-409
| -4% | -$418K | 0.68% | 15 |
|
|
2026
Q1 | $9.95M | Sell |
10,816
-354
| -3% | -$359K | 0.59% | 17 |
|
|
2025
Q4 | $12M | Buy |
11,170
+251
| +2% | +$240K | 0.71% | 17 |
|
|
2025
Q3 | $8.33M | Buy |
10,919
+6,884
| +171% | +$5.12M | 0.49% | 30 |
|
|
2025
Q2 | $3.15M | Sell |
4,035
-3,813
| -49% | -$2.96M | 0.19% | 84 |
|
|
2025
Q1 | $6.48M | Sell |
7,848
-1,849
| -19% | -$1.54M | 0.47% | 35 |
|
|
2024
Q4 | $7.49M | Sell |
9,697
-6,368
| -40% | -$5.27M | 0.47% | 48 |
|
|
2024
Q3 | $14.2M | Buy |
16,065
+10,252
| +176% | +$9.22M | 0.91% | 21 |
|
|
2024
Q2 | $5.26M | Buy |
5,813
+2,822
| +94% | +$2.26M | 0.36% | 60 |
|
|
2024
Q1 | $2.33M | Buy |
2,991
+605
| +25% | +$431K | 0.17% | 105 |
|
|
2023
Q4 | $1.39M | Sell |
2,386
-7,344
| -75% | -$4.29M | 0.09% | 181 |
|
|
2023
Q3 | $5.23M | Sell |
9,730
-329
| -3% | -$170K | 0.35% | 58 |
|
|
2023
Q2 | $4.72M | Buy |
+10,059
| New | +$4.22M | 0.31% | 82 |
|
|
2021
Q3 | – | Sell |
-8,431
| Closed | -$1.93M | – | 524 |
|
|
2021
Q2 | $1.93M | Sell |
8,431
-5,340
| -39% | -$1.07M | 0.12% | 138 |
|
|
2021
Q1 | $2.57M | Sell |
13,771
-8,036
| -37% | -$1.57M | 0.16% | 105 |
|
|
2020
Q4 | $3.68M | Sell |
21,807
-40,439
| -65% | -$6.04M | 0.37% | 62 |
|
|
2020
Q3 | $9.21M | Sell |
62,246
-69,064
| -53% | -$10.7M | 0.95% | 33 |
|
|
2020
Q2 | $21.6M | Buy |
131,310
+3,345
| +3% | +$513K | 2.49% | 9 |
|
|
2020
Q1 | $17.8M | Buy |
127,965
+69,119
| +117% | +$9.5M | 2.59% | 6 |
|
|
2019
Q4 | $7.73M | Buy |
58,846
+1,140
| +2% | +$132K | 0.84% | 44 |
|
|
2019
Q3 | $6.45M | Buy |
57,706
+45,772
| +384% | +$5.1M | 0.75% | 47 |
|
|
2019
Q2 | $1.32M | Sell |
11,934
-93,737
| -89% | -$11M | 0.17% | 105 |
|
|
2019
Q1 | $13.7M | Sell |
105,671
-32,287
| -23% | -$3.93M | 1.75% | 9 |
|
|
2018
Q4 | $16M | Buy |
137,958
+7,463
| +6% | +$834K | 2.47% | 3 |
|
|
2018
Q3 | $14M | Buy |
130,495
+207
| +0.2% | +$20.7K | 1.88% | 8 |
|
|
2018
Q2 | $11.1M | Buy |
130,288
+104,963
| +414% | +$8.62M | 1.68% | 12 |
|
|
2018
Q1 | $1.96M | Buy |
25,325
+16,145
| +176% | +$1.3M | 0.31% | 66 |
|
|
2017
Q4 | $775K | Hold |
9,180
| – | – | 0.12% | 109 |
|
|
2017
Q3 | $785K | Buy |
9,180
+1,340
| +17% | +$110K | 0.12% | 108 |
|
|
2017
Q2 | $645K | Sell |
7,840
-14,930
| -66% | -$1.22M | 0.19% | 84 |
|
|
2017
Q1 | $1.92M | Buy |
22,770
+6,470
| +40% | +$518K | 0.62% | 51 |
|
|
2016
Q4 | $1.2M | Buy |
+16,300
| New | +$1.21M | 0.44% | 66 |
|
Other funds holding LLY
Summit Global Investments's LLY Position: Q2 2026 in Review
Summit Global Investments reduced its Eli Lilly (LLY) stake by 3.8% in Q2 2026, selling an estimated $418K and leaving 10,407 shares worth $12.5M. The position accounts for 0.68% of the portfolio, ranked #15.
Summit Global Investments first reported a position in LLY in Q4 2016 and has held it in 32 quarters since. The position peaked at $21.6M in Q2 2020. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.
- Summit Global Investments held 10,407 shares of Eli Lilly worth $12.5M as of Q2 2026.
- Summit Global Investments sold 409 Eli Lilly shares in Q2 2026, an estimated $418K.
- Eli Lilly made up 0.68% of Summit Global Investments's portfolio in Q2 2026, its #15 holding.
- Summit Global Investments first reported a position in Eli Lilly in Q4 2016 and has held it in 32 quarters since.
- Summit Global Investments's Eli Lilly position peaked at $21.6M in Q2 2020.
- 4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.
Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.