Summit Securities Group
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Summit Securities Group’s Eli Lilly LLY Stock Holding History

Summit Securities Group’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
2025
Q4 		– Sell
-1,000
Closed -$763K – 1147
2025
Q3 		$763K Buy
+1,000
New +$744K 0.16% 131
2021
Q1 		– Sell
-20
Closed -$338K – 684
2020
Q4 		$338K Buy
+20
New +$2.99K 0.03% 432
2020
Q3 		– Sell
-115
Closed -$1.89M – 439
2020
Q2 		$1.89M Buy
+115
New +$17.7K 0.23% 88
2019
Q2 		– Sell
-1,514
Closed -$19.6M – 359
2019
Q1 		$19.6M Buy
+1,514
New +$184K 3.59% 6

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Summit Securities Group's LLY Position: Q3 2026 in Review

Summit Securities Group reduced its Eli Lilly (LLY) stake by 83% in Q3 2026, selling an estimated $199K and leaving 34 shares worth $39.3K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

Summit Securities Group first reported a position in LLY in Q2 2013 and has held it in 30 quarters since. The position peaked at $3.17M in Q3 2021. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Summit Securities Group held 34 shares of Eli Lilly worth $39.3K as of Q3 2026.
  • Summit Securities Group sold 169 Eli Lilly shares in Q3 2026, an estimated $199K.
  • Eli Lilly made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #613 holding.
  • Summit Securities Group first reported a position in Eli Lilly in Q2 2013 and has held it in 30 quarters since.
  • Summit Securities Group's Eli Lilly position peaked at $3.17M in Q3 2021.
  • 4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.