Summit Financial Wealth Advisors, LLC

Position in LLY — ELI LILLY & Co

CIK 1632283 Lafayette, LA

Position in LLY

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,601,239

+$552,702 QoQ

Shares Held

1,335

+17.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#2,705

of 4,605 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Summit Financial Wealth Advisors, LLC holds $11,793,001 across 10 Drug Manufacturers - General names. LLY ranks #3 (13.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFE	Pfizer Inc	86,749	$2,088,915
2	JNJ	Johnson & Johnson	7,700	$1,955,569
3	LLY	ELI LILLY & Co This page	1,335	$1,601,239
4	ABBV	AbbVie Inc.	6,343	$1,596,152
5	MRK	Merck & Co., Inc.	10,611	$1,363,513
6	AMGN	Amgen Inc	2,344	$848,809
7	BMY	Bristol Myers Squibb Co	12,990	$748,483
8	NVO	Novo Nordisk A S	15,600	$747,864

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,601,239	1,335	+17.1%	Shares	Sole	2026-07-15
2026-03-31	$1,048,537	1,140	-1.6%	Shares	Sole	2026-05-26
2025-12-31	$1,244,479	1,158	-4.9%	Shares	Sole	2026-01-27
2025-09-30	$929,334	1,218	+12.5%	Shares	Sole	2025-10-03
2025-06-30	$844,230	1,083	+27.1%	Shares	Sole	2025-09-29
2025-03-31	$703,675	852	-3.0%	Shares	Sole	2025-05-14
2024-12-31	$677,816	878	+3.5%	Shares	Sole	2025-02-13
2024-09-30	$751,277	848	+10.3%	Shares	Sole	2024-11-13
2024-06-30	$696,237	769	+2.1%	Shares	Sole	2024-08-12
2024-03-31	$585,803	753	-42.3%	Shares	Sole	2024-05-02
2020-06-30	$214,254	1,305	-10.0%	Shares	Sole	2020-07-16
2020-03-31	$201,144	1,450	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.