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Summitry LLC’s Eli Lilly LLY Stock Holding History

Summitry 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
2026
Q2 		$2.05M Buy
1,711
+234
+16% +$239K 0.07% 77
2026
Q1 		$1.36M Buy
1,477
+638
+76% +$647K 0.05% 79
2025
Q4 		$902K Buy
839
+70
+9% +$66.9K 0.04% 75
2025
Q3 		$587K Buy
769
+328
+74% +$244K 0.02% 96
2025
Q2 		$344K Buy
441
+31
+8% +$24.1K 0.02% 121
2025
Q1 		$339K Buy
410
+16
+4% +$13.3K 0.02% 108
2024
Q4 		$304K Sell
394
-152
-28% -$126K 0.01% 106
2024
Q3 		$484K Buy
546
+255
+88% +$229K 0.02% 79
2024
Q2 		$263K Sell
291
-50
-15% -$40K 0.01% 95
2024
Q1 		$265K Buy
+341
New +$243K 0.01% 94
2016
Q4 		– Sell
-4,836
Closed -$388K – 83
2016
Q3 		$388K Hold
4,836
– – 0.04% 70
2016
Q2 		$381K Hold
4,836
– – 0.04% 68
2016
Q1 		$348K Sell
4,836
-800
-14% -$60.5K 0.04% 69
2015
Q4 		$475K Hold
5,636
– – 0.05% 57
2015
Q3 		$472K Hold
5,636
– – 0.05% 51
2015
Q2 		$471K Buy
5,636
+800
+17% +$61K 0.05% 48
2015
Q1 		$351K Hold
4,836
– – 0.04% 49
2014
Q4 		$334K Sell
4,836
-50
-1% -$3.38K 0.04% 53
2014
Q3 		$317K Buy
4,886
+50
+1% +$3.17K 0.04% 53
2014
Q2 		$301K Hold
4,836
– – 0.04% 54
2014
Q1 		$285K Hold
4,836
– – 0.04% 57
2013
Q4 		$247K Hold
4,836
– – 0.03% 69
2013
Q3 		$243K Hold
4,836
– – 0.04% 61
2013
Q2 		$238K Buy
+4,836
New +$263K 0.04% 60

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summitry LLC's LLY Position: Q2 2026 in Review

Summitry LLC increased its Eli Lilly (LLY) stake by 16% in Q2 2026, buying an estimated $239K and bringing the position to 1,711 shares worth $2.05M. The position accounts for 0.07% of the portfolio, ranked #77.

Summitry LLC first reported a position in LLY in Q2 2013 and has held it in 24 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Summitry LLC held 1,711 shares of Eli Lilly worth $2.05M as of Q2 2026.
  • Summitry LLC bought 234 Eli Lilly shares in Q2 2026, an estimated $239K.
  • Eli Lilly made up 0.07% of Summitry LLC's portfolio in Q2 2026, its #77 holding.
  • Summitry LLC first reported a position in Eli Lilly in Q2 2013 and has held it in 24 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.