Summit Securities Group’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
Q1 | $120K | Sell |
130
-1,049
| -89% | -$1.06M | 0.01% | 270 |
|
|
2025
Q4 | $1.27M | Sell |
1,179
-191
| -14% | -$183K | 0.17% | 102 |
|
|
2025
Q3 | $1.05M | Buy |
1,370
+841
| +159% | +$626K | 0.22% | 102 |
|
|
2025
Q2 | $412K | Buy |
+529
| New | +$411K | 0.08% | 157 |
|
|
2023
Q3 | – | Sell |
-1,030
| Closed | -$483K | – | 824 |
|
|
2023
Q2 | $483K | Sell |
1,030
-517
| -33% | -$217K | 0.06% | 146 |
|
|
2023
Q1 | $531K | Sell |
1,547
-69
| -4% | -$23.3K | 0.04% | 137 |
|
|
2022
Q4 | $591K | Sell |
1,616
-3,447
| -68% | -$1.22M | 0.02% | 217 |
|
|
2022
Q3 | $1.64M | Buy |
5,063
+3,415
| +207% | +$1.08M | 0.12% | 112 |
|
|
2022
Q2 | $534K | Buy |
1,648
+1,323
| +407% | +$397K | 0.07% | 184 |
|
|
2022
Q1 | $93K | Sell |
325
-6,258
| -95% | -$1.61M | 0.01% | 521 |
|
|
2021
Q4 | $1.82M | Sell |
6,583
-7,121
| -52% | -$1.81M | 0.09% | 171 |
|
|
2021
Q3 | $3.17M | Buy |
13,704
+10,110
| +281% | +$2.5M | 0.25% | 97 |
|
|
2021
Q2 | $825K | Buy |
+3,594
| New | +$722K | 0.07% | 287 |
|
|
2020
Q4 | – | Sell |
-15,400
| Closed | -$2.3M | – | 584 |
|
|
2020
Q3 | $2.28M | Buy |
15,400
+12,695
| +469% | +$1.96M | 0.24% | 87 |
|
|
2020
Q2 | $444K | Buy |
2,705
+105
| +4% | +$16.1K | 0.06% | 251 |
|
|
2020
Q1 | $361K | Buy |
+2,600
| New | +$357K | 0.06% | 183 |
|
|
2019
Q1 | – | Sell |
-7,900
| Closed | -$961K | – | 293 |
|
|
2018
Q4 | $914K | Buy |
+7,900
| New | +$882K | 0.08% | 147 |
|
|
2018
Q1 | – | Sell |
-3,800
| Closed | -$321K | – | 202 |
|
|
2017
Q4 | $321K | Sell |
3,800
-1,500
| -28% | -$128K | 0.04% | 123 |
|
|
2017
Q3 | $453K | Buy |
+5,300
| New | +$435K | 0.08% | 115 |
|
|
2015
Q4 | – | Sell |
-600
| Closed | -$50K | – | 377 |
|
|
2015
Q3 | $50K | Sell |
600
-282
| -32% | -$23.8K | 0.04% | 164 |
|
|
2015
Q2 | $74K | Buy |
+882
| New | +$67.2K | 0.04% | 154 |
|
|
2015
Q1 | – | Sell |
-2,500
| Closed | -$172K | – | 533 |
|
|
2014
Q4 | $172K | Sell |
2,500
-900
| -26% | -$60.7K | 0.05% | 210 |
|
|
2014
Q3 | $220K | Buy |
3,400
+2,100
| +162% | +$133K | 0.06% | 203 |
|
|
2014
Q2 | $81K | Hold |
1,300
| – | – | 0.03% | 256 |
|
|
2014
Q1 | $77K | Sell |
1,300
-3,400
| -72% | -$190K | 0.05% | 156 |
|
|
2013
Q4 | $240K | Buy |
4,700
+1,200
| +34% | +$60.1K | 0.04% | 159 |
|
|
2013
Q3 | $176K | Buy |
3,500
+3,200
| +1,067% | +$168K | 0.06% | 122 |
|
|
2013
Q2 | $15K | Buy |
+300
| New | +$16.3K | 0.01% | 273 |
|
Other funds holding LLY
VCM
VPM
Summit Securities Group's LLY Position: Q1 2026 in Review
Summit Securities Group reduced its Eli Lilly (LLY) stake by 89% in Q1 2026, selling an estimated $1.06M and leaving 130 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #270.
Summit Securities Group first reported a position in LLY in Q2 2013 and has held it in 28 quarters since. The position peaked at $3.17M in Q3 2021. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.
- Summit Securities Group held 130 shares of Eli Lilly worth $120K as of Q1 2026.
- Summit Securities Group sold 1,049 Eli Lilly shares in Q1 2026, an estimated $1.06M.
- Eli Lilly made up 0.01% of Summit Securities Group's portfolio in Q1 2026, its #270 holding.
- Summit Securities Group first reported a position in Eli Lilly in Q2 2013 and has held it in 28 quarters since.
- Summit Securities Group's Eli Lilly position peaked at $3.17M in Q3 2021.
- 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.
Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.