SWP
LLY icon

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
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
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return