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Claro Advisors’s Eli Lilly LLY Stock Holding History

Claro Advisors’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 		$4.67M Buy
3,896
+128
+3% +$131K 0.49% 41
2026
Q1 		$3.47M Buy
3,768
+633
+20% +$642K 0.42% 53
2025
Q4 		$3.37M Buy
3,135
+57
+2% +$54.5K 0.46% 45
2025
Q3 		$2.35M Buy
3,078
+200
+7% +$149K 0.34% 60
2025
Q2 		$2.24M Sell
2,878
-853
-23% -$663K 0.37% 57
2025
Q1 		$3.08M Buy
3,731
+202
+6% +$168K 0.41% 45
2024
Q4 		$2.72M Sell
3,529
-685
-16% -$567K 0.37% 51
2024
Q3 		$3.73M Buy
4,214
+384
+10% +$345K 0.48% 39
2024
Q2 		$3.47M Buy
3,830
+216
+6% +$173K 0.54% 34
2024
Q1 		$2.81M Buy
3,614
+2,272
+169% +$1.62M 0.49% 42
2023
Q4 		$782K Sell
1,342
-36
-3% -$21K 0.17% 136
2023
Q3 		$740K Sell
1,378
-41
-3% -$21.1K 0.19% 129
2023
Q2 		$665K Buy
1,419
+70
+5% +$29.4K 0.17% 150
2023
Q1 		$463K Buy
1,349
+39
+3% +$13.2K 0.14% 188
2022
Q4 		$479K Buy
1,310
+189
+17% +$67K 0.16% 162
2022
Q3 		$363K Hold
1,121
– – 0.14% 167
2022
Q2 		$363K Buy
1,121
+152
+16% +$45.6K 0.14% 167
2022
Q1 		$268K Hold
969
– – 0.1% 213
2021
Q4 		$268K Buy
969
+17
+2% +$4.31K 0.1% 213
2021
Q3 		$220K Buy
952
+18
+2% +$4.44K 0.09% 223
2021
Q2 		$214K Buy
+934
New +$188K 0.1% 217
2019
Q1 		– Sell
-734
Closed -$79K – 605
2018
Q4 		$79K Buy
+734
New +$82K 0.06% 266

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

Claro Advisors's LLY Position: Q2 2026 in Review

Claro Advisors increased its Eli Lilly (LLY) stake by 3.4% in Q2 2026, buying an estimated $131K and bringing the position to 3,896 shares worth $4.67M. The position accounts for 0.49% of the portfolio, ranked #41.

Claro Advisors first reported a position in LLY in Q4 2018 and has held it in 22 quarters since. 4,626 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Claro Advisors held 3,896 shares of Eli Lilly worth $4.67M as of Q2 2026.
  • Claro Advisors bought 128 Eli Lilly shares in Q2 2026, an estimated $131K.
  • Eli Lilly made up 0.49% of Claro Advisors's portfolio in Q2 2026, its #41 holding.
  • Claro Advisors first reported a position in Eli Lilly in Q4 2018 and has held it in 22 quarters since.
  • 4,626 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.