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Summit Wealth Group’s Eli Lilly LLY Stock Holding History

Summit Wealth 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
2026
Q2 		$423K Sell
353
-32
-8% -$32.7K 0.09% 88
2026
Q1 		$354K Buy
385
+52
+16% +$52.7K 0.08% 88
2025
Q4 		$358K Hold
333
– – 0.08% 85
2025
Q3 		$254K Hold
333
– – 0.06% 101
2025
Q2 		$260K Sell
333
-17
-5% -$13.2K 0.07% 98
2025
Q1 		$289K Buy
350
+2
+0.6% +$1.66K 0.08% 81
2024
Q4 		$269K Sell
348
-60
-15% -$49.7K 0.08% 80
2024
Q3 		$361K Hold
408
– – 0.1% 64
2024
Q2 		$369K Buy
+408
New +$326K 0.11% 62
2023
Q2 		– Sell
-138,742
Closed – – 181
2023
Q1 		$0 Buy
+138,742
New +$46.8M ﹤0.01% 214
2021
Q4 		– Sell
-1,271
Closed -$294K – 41
2021
Q3 		$294K Buy
+1,271
New +$314K 0.46% 33

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 Wealth Group's LLY Position: Q2 2026 in Review

Summit Wealth Group reduced its Eli Lilly (LLY) stake by 8.3% in Q2 2026, selling an estimated $32.7K and leaving 353 shares worth $423K. The position accounts for 0.09% of the portfolio, ranked #88.

Summit Wealth Group first reported a position in LLY in Q3 2021 and has held it in 11 quarters since. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Summit Wealth Group held 353 shares of Eli Lilly worth $423K as of Q2 2026.
  • Summit Wealth Group sold 32 Eli Lilly shares in Q2 2026, an estimated $32.7K.
  • Eli Lilly made up 0.09% of Summit Wealth Group's portfolio in Q2 2026, its #88 holding.
  • Summit Wealth Group first reported a position in Eli Lilly in Q3 2021 and has held it in 11 quarters since.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.