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Summit X LLC’s Eli Lilly LLY Stock Holding History

Summit X LLC’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
2025
Q3 		– Sell
-3,357
Closed -$2.62M – 143
2025
Q2 		$2.62M Sell
3,357
-248
-7% -$193K 0.49% 39
2025
Q1 		$2.98M Sell
3,605
-101
-3% -$84K 0.63% 35
2024
Q4 		$2.87M Buy
3,706
+80
+2% +$66.2K 0.64% 34
2024
Q3 		$3.29M Sell
3,626
-31
-0.8% -$27.9K 0.8% 27
2024
Q2 		$3.33M Buy
3,657
+228
+7% +$182K 0.75% 27
2024
Q1 		$2.69M Sell
3,429
-229
-6% -$163K 0.69% 30
2023
Q4 		$2.13M Buy
3,658
+549
+18% +$320K 0.61% 33
2023
Q3 		$1.68M Buy
3,109
+2,591
+500% +$1.34M 0.53% 38
2023
Q2 		$243K Buy
+518
New +$217K 0.06% 239
2020
Q4 		– Sell
-425
Closed -$592 – 353
2020
Q3 		$592 Buy
+425
New +$65.8K 0.01% 291
2018
Q1 		– Sell
-4,472
Closed -$380K – 193
2017
Q4 		$380K Buy
4,472
+458
+11% +$39K 0.24% 124
2017
Q3 		$345K Buy
4,014
+384
+11% +$31.5K 0.23% 128
2017
Q2 		$300K Buy
+3,630
New +$296K 0.21% 138

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Summit X LLC's LLY Position: Q3 2025 in Review

Summit X LLC sold out of Eli Lilly (LLY) in Q3 2025, closing a stake of 3,357 shares — an estimated $2.62M sold.

Summit X LLC first reported a position in LLY in Q2 2017 and held it in 13 quarters. The position peaked at $3.33M in Q2 2024. 3,897 funds tracked by Wall St. Rank hold LLY as of Q3 2025.

  • Summit X LLC reported no remaining Eli Lilly position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 3,357 Eli Lilly shares in Q3 2025, an estimated $2.62M.
  • Summit X LLC first reported a position in Eli Lilly in Q2 2017 and held it in 13 quarters.
  • Summit X LLC's Eli Lilly position peaked at $3.33M in Q2 2024.
  • 3,897 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.