Clark Wealth Partners
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Clark Wealth Partners’s Eli Lilly LLY Stock Holding History

Clark Wealth Partners’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
Q3 		$433K Buy
374
+21
+6% +$24.8K 0.22% 50
2026
Q2 		$423K Buy
353
+10
+3% +$10.2K 0.24% 47
2026
Q1 		$315K Sell
343
-10
-3% -$10.1K 0.21% 44
2025
Q4 		$379K Hold
353
– – 0.23% 49
2025
Q3 		$379K Buy
353
+322
+1,039% +$240K 0.23% 49
2025
Q2 		$24.2K Sell
31
-1
-3% -$777 0.02% 148
2025
Q1 		$26.4K Sell
32
-8
-20% -$6.66K 0.02% 136
2024
Q4 		$30.9K Buy
+40
New +$33.1K 0.02% 111

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Clark Wealth Partners's LLY Position: Q3 2026 in Review

Clark Wealth Partners increased its Eli Lilly (LLY) stake by 5.9% in Q3 2026, buying an estimated $24.8K and bringing the position to 374 shares worth $433K. The position accounts for 0.22% of the portfolio, ranked #50.

Clark Wealth Partners first reported a position in LLY in Q4 2024 and has held it in 8 quarters since. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Clark Wealth Partners held 374 shares of Eli Lilly worth $433K as of Q3 2026.
  • Clark Wealth Partners bought 21 Eli Lilly shares in Q3 2026, an estimated $24.8K.
  • Eli Lilly made up 0.22% of Clark Wealth Partners's portfolio in Q3 2026, its #50 holding.
  • Clark Wealth Partners first reported a position in Eli Lilly in Q4 2024 and has held it in 8 quarters since.
  • 4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.