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 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 Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Summit Wealth Group's LLY Position: Q1 2026 in Review

Summit Wealth Group increased its Eli Lilly (LLY) stake by 16% in Q1 2026, buying an estimated $52.7K and bringing the position to 385 shares worth $354K. The position accounts for 0.08% of the portfolio, ranked #88.

Summit Wealth Group first reported a position in LLY in Q3 2021 and has held it in 10 quarters since. The position peaked at $369K in Q2 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Summit Wealth Group held 385 shares of Eli Lilly worth $354K as of Q1 2026.
Summit Wealth Group bought 52 Eli Lilly shares in Q1 2026, an estimated $52.7K.
Eli Lilly made up 0.08% of Summit Wealth Group's portfolio in Q1 2026, its #88 holding.
Summit Wealth Group first reported a position in Eli Lilly in Q3 2021 and has held it in 10 quarters since.
Summit Wealth Group's Eli Lilly position peaked at $369K in Q2 2024.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.