Summit Wealth & Retirement Planning’s Eli Lilly LLY Stock Holding History

Summit Wealth & Retirement Planning’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	$1.27M	Sell	1,060 -200	-16%	-$204K	0.27%	39
2026 Q1	$1.16M	Buy	1,260 +238	+23%	+$241K	0.28%	39
2025 Q4	$1.1M	Sell	1,022 -21	-2%	-$20.1K	0.26%	36
2025 Q3	$796K	Buy	1,043 +39	+4%	+$29K	0.2%	40
2025 Q2	$783K	Buy	1,004 +406	+68%	+$315K	0.21%	37
2025 Q1	$494K	Buy	598 +52	+10%	+$43.3K	0.15%	44
2024 Q4	$422K	Buy	546 +250	+84%	+$207K	0.13%	51
2024 Q3	$262K	Buy	+296	New	+$266K	0.08%	57
2022 Q4	–	Sell	-1,666	Closed	-$539K	–	117
2022 Q3	$539K	Hold	1,666	–	–	0.21%	59
2022 Q2	$540K	Buy	+1,666	New	+$500K	0.21%	62
2019 Q3	–	Sell	-2,271	Closed	-$252K	–	127
2019 Q2	$252K	Hold	2,271	–	–	0.15%	116
2019 Q1	$295K	Sell	2,271 -11	-0.5%	-$1.34K	0.18%	111
2018 Q4	$264K	Buy	+2,282	New	+$255K	0.2%	98

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 & Retirement Planning's LLY Position: Q2 2026 in Review

Summit Wealth & Retirement Planning reduced its Eli Lilly (LLY) stake by 16% in Q2 2026, selling an estimated $204K and leaving 1,060 shares worth $1.27M. The position accounts for 0.27% of the portfolio, ranked #39.

Summit Wealth & Retirement Planning first reported a position in LLY in Q4 2018 and has held it in 13 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Summit Wealth & Retirement Planning held 1,060 shares of Eli Lilly worth $1.27M as of Q2 2026.
Summit Wealth & Retirement Planning sold 200 Eli Lilly shares in Q2 2026, an estimated $204K.
Eli Lilly made up 0.27% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #39 holding.
Summit Wealth & Retirement Planning first reported a position in Eli Lilly in Q4 2018 and has held it in 13 quarters since.
4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.