CF
LLY icon

Claris Financial’s Eli Lilly LLY Stock Holding History

Claris Financial’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 		$843K Sell
917
-20
-2% -$20.3K 0.46% 59
2025
Q4 		$1.01M Buy
937
+72
+8% +$68.8K 0.54% 47
2025
Q3 		$660K Sell
865
-36
-4% -$26.8K 0.37% 63
2025
Q2 		$702K Sell
901
-23
-2% -$17.9K 0.53% 54
2025
Q1 		$713K Hold
924
– – 0.47% 52
2024
Q4 		$713K Buy
+924
New +$765K 0.47% 52

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Claris Financial's LLY Position: Q1 2026 in Review

Claris Financial reduced its Eli Lilly (LLY) stake by 2.1% in Q1 2026, selling an estimated $20.3K and leaving 917 shares worth $843K. The position accounts for 0.46% of the portfolio, ranked #59.

Claris Financial first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.01M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Claris Financial held 917 shares of Eli Lilly worth $843K as of Q1 2026.
  • Claris Financial sold 20 Eli Lilly shares in Q1 2026, an estimated $20.3K.
  • Eli Lilly made up 0.46% of Claris Financial's portfolio in Q1 2026, its #59 holding.
  • Claris Financial first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • Claris Financial's Eli Lilly position peaked at $1.01M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.