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Clayton Financial Group’s Eli Lilly LLY Stock Holding History

Clayton Financial Group’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 		– Sell
-62
Closed -$57K – 357
2026
Q1 		$57K Sell
62
-3
-5% -$3.04K 0.03% 141
2025
Q4 		$69.9K Buy
+65
New +$62.2K 0.04% 128

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Clayton Financial Group's LLY Position: Q2 2026 in Review

Clayton Financial Group sold out of Eli Lilly (LLY) in Q2 2026, closing a stake of 62 shares — an estimated $57K sold.

Clayton Financial Group first reported a position in LLY in Q4 2025 and held it in 2 quarters. The position peaked at $69.9K in Q4 2025. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Clayton Financial Group reported no remaining Eli Lilly position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 62 Eli Lilly shares in Q2 2026, an estimated $57K.
  • Clayton Financial Group first reported a position in Eli Lilly in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's Eli Lilly position peaked at $69.9K in Q4 2025.
  • 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.