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SummitTX Capital’s Eli Lilly LLY Stock Holding History

SummitTX Capital’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
Q4 		– Sell
-2,000
Closed -$1.53M – 859
2025
Q3 		$1.53M Buy
+2,000
New +$1.49M 0.06% 309

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 $3.37T AUM 44.26% 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

SummitTX Capital's LLY Position: Q2 2026 in Review

SummitTX Capital opened a new position in Eli Lilly (LLY) in Q2 2026: 2,362 shares worth $2.83M. The stake represents 0.07% of the portfolio and ranks #282 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in LLY as recently as Q4 2025.

SummitTX Capital first reported a position in LLY in Q1 2025 and has held it in 5 quarters since. The position peaked at $37.5M in Q4 2025. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • SummitTX Capital held 2,362 shares of Eli Lilly worth $2.83M as of Q2 2026.
  • Eli Lilly was a new SummitTX Capital position in Q2 2026.
  • Eli Lilly made up 0.07% of SummitTX Capital's portfolio in Q2 2026, its #282 holding.
  • SummitTX Capital first reported a position in Eli Lilly in Q1 2025 and has held it in 5 quarters since.
  • SummitTX Capital's Eli Lilly position peaked at $37.5M in Q4 2025.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.