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 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 $84.5B AUM 11.36% 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 & Retirement Planning's LLY Position: Q1 2026 in Review

Summit Wealth & Retirement Planning increased its Eli Lilly (LLY) stake by 23% in Q1 2026, buying an estimated $241K and bringing the position to 1,260 shares worth $1.16M. The position accounts for 0.28% of the portfolio, ranked #39.

Summit Wealth & Retirement Planning first reported a position in LLY in Q4 2018 and has held it in 12 quarters since. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Summit Wealth & Retirement Planning held 1,260 shares of Eli Lilly worth $1.16M as of Q1 2026.
Summit Wealth & Retirement Planning bought 238 Eli Lilly shares in Q1 2026, an estimated $241K.
Eli Lilly made up 0.28% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #39 holding.
Summit Wealth & Retirement Planning first reported a position in Eli Lilly in Q4 2018 and has held it in 12 quarters since.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.