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Clarity Financial’s Eli Lilly LLY Stock Holding History

Clarity 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
Q2 		$44M Buy
36,647
+2,021
+6% +$2.06M 3.73% 9
2026
Q1 		$31.8M Buy
34,626
+755
+2% +$765K 3.46% 8
2025
Q4 		$36.4M Sell
33,871
-3,803
-10% -$3.64M 3.37% 7
2025
Q3 		$28.7M Buy
37,674
+969
+3% +$721K 2.85% 11
2025
Q2 		$28.6M Buy
36,705
+7,945
+28% +$6.17M 3.08% 11
2025
Q1 		$23.8M Sell
28,760
-3,732
-11% -$3.11M 2.73% 13
2024
Q4 		$25.1M Buy
32,492
+15,206
+88% +$12.6M 3% 12
2024
Q3 		$15.3M Sell
17,286
-898
-5% -$807K 1.78% 18
2024
Q2 		$16.5M Buy
18,184
+5,843
+47% +$4.67M 2.43% 16
2024
Q1 		$9.6M Buy
12,341
+11,716
+1,875% +$8.34M 1.45% 28
2023
Q4 		$364K Sell
625
-71
-10% -$41.4K 0.06% 78
2023
Q3 		$374K Buy
696
+26
+4% +$13.4K 0.06% 77
2023
Q2 		$314K Buy
+670
New +$281K 0.04% 85

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Clarity Financial's LLY Position: Q2 2026 in Review

Clarity Financial increased its Eli Lilly (LLY) stake by 5.8% in Q2 2026, buying an estimated $2.06M and bringing the position to 36,647 shares worth $44M. The position accounts for 3.73% of the portfolio, ranked #9.

Clarity Financial first reported a position in LLY in Q2 2023 and has held it in 13 quarters since. 2,827 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Clarity Financial held 36,647 shares of Eli Lilly worth $44M as of Q2 2026.
  • Clarity Financial bought 2,021 Eli Lilly shares in Q2 2026, an estimated $2.06M.
  • Eli Lilly made up 3.73% of Clarity Financial's portfolio in Q2 2026, its #9 holding.
  • Clarity Financial first reported a position in Eli Lilly in Q2 2023 and has held it in 13 quarters since.
  • 2,827 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.