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Summit Wealth Group (Colorado)’s Eli Lilly LLY Stock Holding History

Summit Wealth Group (Colorado)’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
2026
Q2 		$2.67M Buy
2,222
+183
+9% +$187K 0.22% 57
2026
Q1 		$1.88M Buy
2,039
+101
+5% +$102K 0.2% 68
2025
Q4 		$2.08M Buy
+1,938
New +$1.85M 0.28% 53
2025
Q3 		– Sell
-774
Closed -$603K – 382
2025
Q2 		$603K Buy
+774
New +$601K 0.15% 118

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Summit Wealth Group (Colorado)'s LLY Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Eli Lilly (LLY) stake by 9% in Q2 2026, buying an estimated $187K and bringing the position to 2,222 shares worth $2.67M. The position accounts for 0.22% of the portfolio, ranked #57.

Summit Wealth Group (Colorado) first reported a position in LLY in Q2 2025 and has held it in 4 quarters since. 2,015 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Summit Wealth Group (Colorado) held 2,222 shares of Eli Lilly worth $2.67M as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 183 Eli Lilly shares in Q2 2026, an estimated $187K.
  • Eli Lilly made up 0.22% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #57 holding.
  • Summit Wealth Group (Colorado) first reported a position in Eli Lilly in Q2 2025 and has held it in 4 quarters since.
  • 2,015 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.