Summit Wealth Group (Colorado)
LLY icon

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
Q3 		$4.4M Buy
3,803
+1,581
+71% +$1.87M 0.28% 50
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
+221
+13% +$211K 0.28% 53
2025
Q3 		$922K Buy
1,717
+943
+122% +$702K 0.1% 178
2025
Q2 		$603K Buy
+774
New +$601K 0.15% 118

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Summit Wealth Group (Colorado)'s LLY Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its Eli Lilly (LLY) stake by 71% in Q3 2026, buying an estimated $1.87M and bringing the position to 3,803 shares worth $4.4M. The position accounts for 0.28% of the portfolio, ranked #50.

Summit Wealth Group (Colorado) first reported a position in LLY in Q2 2025 and has held it in 6 quarters since. 3,244 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Summit Wealth Group (Colorado) held 3,803 shares of Eli Lilly worth $4.4M as of Q3 2026.
  • Summit Wealth Group (Colorado) bought 1,581 Eli Lilly shares in Q3 2026, an estimated $1.87M.
  • Eli Lilly made up 0.28% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #50 holding.
  • Summit Wealth Group (Colorado) first reported a position in Eli Lilly in Q2 2025 and has held it in 6 quarters since.
  • 3,244 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.