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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 $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Securities Group's LLY Position: Q2 2026 in Review

Summit Securities Group increased its Eli Lilly (LLY) stake by 56% in Q2 2026, buying an estimated $74.6K and bringing the position to 203 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #245.

Summit Securities Group first reported a position in LLY in Q2 2013 and has held it in 29 quarters since. The position peaked at $3.17M in Q3 2021. 4,626 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Summit Securities Group held 203 shares of Eli Lilly worth $243K as of Q2 2026.
  • Summit Securities Group bought 73 Eli Lilly shares in Q2 2026, an estimated $74.6K.
  • Eli Lilly made up 0.02% of Summit Securities Group's portfolio in Q2 2026, its #245 holding.
  • Summit Securities Group first reported a position in Eli Lilly in Q2 2013 and has held it in 29 quarters since.
  • Summit Securities Group's Eli Lilly position peaked at $3.17M in Q3 2021.
  • 4,626 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.