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Clarus Wealth Advisors’s Eli Lilly LLY Stock Holding History

Clarus Wealth 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
2025
Q2 		– Sell
-1,192
Closed -$898K – 93
2025
Q1 		$898K Buy
1,192
+8
+0.7% +$6.66K 0.48% 51
2024
Q4 		$944K Buy
1,184
+451
+62% +$373K 0.47% 52
2024
Q3 		$659K Buy
+733
New +$659K 0.34% 63
2023
Q2 		– Sell
-608
Closed -$224K – 135
2023
Q1 		$224K Sell
608
-722
-54% -$244K 0.14% 112
2022
Q4 		$469K Buy
1,330
+3
+0.2% +$1.06K 0.31% 67
2022
Q3 		$430K Sell
1,327
-235
-15% -$74.5K 0.31% 66
2022
Q2 		$517K Sell
1,562
-317
-17% -$95.2K 0.36% 49
2022
Q1 		$580K Sell
1,879
-69
-4% -$17.8K 0.36% 47
2021
Q4 		$499K Sell
1,948
-108
-5% -$27.4K 0.29% 53
2021
Q3 		$475K Buy
+2,056
New +$507K 0.29% 53
2020
Q2 		– Sell
-1,944
Closed -$271K – 143
2020
Q1 		$271K Buy
1,944
+34
+2% +$4.67K 0.27% 94
2019
Q4 		$260K Sell
1,910
-8
-0.4% -$927 0.17% 112
2019
Q3 		$214K Sell
1,918
-127
-6% -$14.1K 0.16% 129
2019
Q2 		$227K Sell
2,045
-1,694
-45% -$199K 0.16% 103
2019
Q1 		$485K Buy
3,739
+1,544
+70% +$188K 0.36% 38
2018
Q4 		$254K Buy
2,195
+5
+0.2% +$559 0.4% 49
2018
Q3 		$235K Buy
2,190
+12
+0.6% +$1.2K 0.15% 105
2018
Q2 		$169K Buy
+2,178
New +$179K 0.13% 136

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Clarus Wealth Advisors's LLY Position: Q2 2025 in Review

Clarus Wealth Advisors sold out of Eli Lilly (LLY) in Q2 2025, closing a stake of 1,192 shares — an estimated $898K sold.

Clarus Wealth Advisors first reported a position in LLY in Q2 2018 and held it in 18 quarters. The position peaked at $944K in Q4 2024. 3,906 funds tracked by Wall St. Rank hold LLY as of Q2 2025.

  • Clarus Wealth Advisors reported no remaining Eli Lilly position as of Q2 2025 after selling out during the quarter.
  • Clarus Wealth Advisors sold 1,192 Eli Lilly shares in Q2 2025, an estimated $898K.
  • Clarus Wealth Advisors first reported a position in Eli Lilly in Q2 2018 and held it in 18 quarters.
  • Clarus Wealth Advisors's Eli Lilly position peaked at $944K in Q4 2024.
  • 3,906 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2025.

Based on Clarus Wealth Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.