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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
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 $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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Clark Wealth Partners's LLY Position: Q2 2026 in Review

Clark Wealth Partners increased its Eli Lilly (LLY) stake by 2.9% in Q2 2026, buying an estimated $10.2K and bringing the position to 353 shares worth $423K. The position accounts for 0.24% of the portfolio, ranked #47.

Clark Wealth Partners first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 4,431 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Clark Wealth Partners held 353 shares of Eli Lilly worth $423K as of Q2 2026.
  • Clark Wealth Partners bought 10 Eli Lilly shares in Q2 2026, an estimated $10.2K.
  • Eli Lilly made up 0.24% of Clark Wealth Partners's portfolio in Q2 2026, its #47 holding.
  • Clark Wealth Partners first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 4,431 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.