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 Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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.