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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
2021
Q1 		– Sell
-20
Closed -$338K – 685
2020
Q4 		$338K Buy
+20
New +$2.99K 0.03% 433
2019
Q1 		– Sell
-20
Closed -$231K – 294
2018
Q4 		$231K Buy
+20
New +$2.23K 0.02% 276
2013
Q4 		– Sell
-32
Closed -$1K – 564
2013
Q3 		$1K Buy
+32
New +$1.68K ﹤0.01% 375

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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 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.