CFSG
LLY icon

Clark Financial Services Group’s Eli Lilly LLY Stock Holding History

Clark Financial Services Group’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 		$529K Buy
441
+65
+17% +$66.4K 0.25% 56
2026
Q1 		$346K Sell
376
-17
-4% -$17.2K 0.19% 79
2025
Q4 		$409K Sell
393
-56
-12% -$53.5K 0.22% 74
2025
Q3 		$342K Buy
449
+5
+1% +$3.72K 0.18% 81
2025
Q2 		$346K Buy
444
+5
+1% +$3.88K 0.21% 74
2025
Q1 		$362K Buy
439
+3
+0.7% +$2.5K 0.25% 54
2024
Q4 		$336K Hold
436
– – 0.26% 54
2024
Q3 		$386K Buy
436
+55
+14% +$49.4K 0.35% 37
2024
Q2 		$345K Hold
381
– – 0.36% 35
2024
Q1 		$296K Buy
381
+13
+4% +$9.25K 0.36% 41
2023
Q4 		$215K Sell
368
-68
-16% -$39.7K 0.28% 54
2023
Q3 		$234K Hold
436
– – 0.32% 48
2023
Q2 		$204K Buy
+436
New +$183K 0.28% 56
2022
Q4 		– Sell
-846
Closed -$273K – 60
2022
Q3 		$273K Buy
+846
New +$268K 0.29% 46
2022
Q1 		$342K Buy
1,194
+40
+3% +$10.3K 0.25% 50
2021
Q4 		$319K Hold
1,154
– – 0.21% 57
2021
Q3 		$267K Buy
1,154
+21
+2% +$5.18K 0.21% 55
2021
Q2 		$260K Hold
1,133
– – 0.2% 55
2021
Q1 		$212K Buy
+1,133
New +$222K 0.18% 56
2020
Q2 		$382K Buy
+1,178
New +$181K 0.59% 31

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

Clark Financial Services Group's LLY Position: Q2 2026 in Review

Clark Financial Services Group increased its Eli Lilly (LLY) stake by 17% in Q2 2026, buying an estimated $66.4K and bringing the position to 441 shares worth $529K. The position accounts for 0.25% of the portfolio, ranked #56.

Clark Financial Services Group first reported a position in LLY in Q2 2020 and has held it in 20 quarters since. 4,595 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Clark Financial Services Group held 441 shares of Eli Lilly worth $529K as of Q2 2026.
  • Clark Financial Services Group bought 65 Eli Lilly shares in Q2 2026, an estimated $66.4K.
  • Eli Lilly made up 0.25% of Clark Financial Services Group's portfolio in Q2 2026, its #56 holding.
  • Clark Financial Services Group first reported a position in Eli Lilly in Q2 2020 and has held it in 20 quarters since.
  • 4,595 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Clark Financial Services Group's 13F filing for Q2 2026, filed 15 Jul 2026.