Summit Wealth Partners’s Eli Lilly LLY Stock Holding History

Summit Wealth Partners’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	$397K	Hold	331	–	–	0.06%	196
2026 Q1	$304K	Buy	331 +70	+27%	+$71K	0.05%	216
2025 Q4	$280K	Buy	+261	New	+$250K	0.05%	172
2025 Q3	–	Sell	-470	Closed	-$367K	–	216
2025 Q2	$367K	Hold	470	–	–	0.07%	156
2025 Q1	$388K	Buy	470 +17	+4%	+$14.1K	0.08%	147
2024 Q4	$350K	Sell	453 -28	-6%	-$23.2K	0.07%	152
2024 Q3	$426K	Buy	481 +83	+21%	+$74.6K	0.08%	154
2024 Q2	$360K	Hold	398	–	–	0.07%	160
2024 Q1	$310K	Hold	398	–	–	0.07%	174
2023 Q4	$232K	Hold	398	–	–	0.05%	193
2023 Q3	$214K	Buy	+398	New	+$205K	0.05%	175

Other funds holding LLY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Wealth Partners's LLY Position: Q2 2026 in Review

Summit Wealth Partners held its Eli Lilly (LLY) position steady in Q2 2026 at 331 shares worth $397K. The position accounts for 0.06% of the portfolio, ranked #196.

Summit Wealth Partners first reported a position in LLY in Q3 2023 and has held it in 11 quarters since. The position peaked at $426K in Q3 2024. 4,618 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Summit Wealth Partners held 331 shares of Eli Lilly worth $397K as of Q2 2026.
Summit Wealth Partners left its Eli Lilly share count unchanged in Q2 2026.
Eli Lilly made up 0.06% of Summit Wealth Partners's portfolio in Q2 2026, its #196 holding.
Summit Wealth Partners first reported a position in Eli Lilly in Q3 2023 and has held it in 11 quarters since.
Summit Wealth Partners's Eli Lilly position peaked at $426K in Q3 2024.
4,618 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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