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Clay Northam Wealth Management’s Eli Lilly LLY Stock Holding History

Clay Northam Wealth Management’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 		$318K Hold
265
– – 0.16% 79
2026
Q1 		$244K Buy
265
+7
+3% +$7.1K 0.14% 90
2025
Q4 		$277K Buy
+258
New +$247K 0.15% 77
2025
Q3 		– Sell
-258
Closed -$201K – 101
2025
Q2 		$201K Buy
258
+15
+6% +$11.7K 0.13% 87
2025
Q1 		$201K Buy
+243
New +$202K 0.14% 85
2024
Q4 		– Sell
-226
Closed -$200K – 96
2024
Q3 		$200K Hold
226
– – 0.14% 90
2024
Q2 		$205K Buy
+226
New +$181K 0.16% 83

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

Clay Northam Wealth Management's LLY Position: Q2 2026 in Review

Clay Northam Wealth Management held its Eli Lilly (LLY) position steady in Q2 2026 at 265 shares worth $318K. The position accounts for 0.16% of the portfolio, ranked #79.

Clay Northam Wealth Management first reported a position in LLY in Q2 2024 and has held it in 7 quarters since. 4,599 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Clay Northam Wealth Management held 265 shares of Eli Lilly worth $318K as of Q2 2026.
  • Clay Northam Wealth Management left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 0.16% of Clay Northam Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Clay Northam Wealth Management first reported a position in Eli Lilly in Q2 2024 and has held it in 7 quarters since.
  • 4,599 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Clay Northam Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.