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Clear Creek Financial Management’s Eli Lilly LLY Stock Holding History

Clear Creek Financial 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
Q1 		$4.32M Buy
4,694
+149
+3% +$151K 0.33% 69
2025
Q4 		$4.88M Buy
4,545
+78
+2% +$74.6K 0.4% 55
2025
Q3 		$3.41M Sell
4,467
-177
-4% -$132K 0.3% 78
2025
Q2 		$3.62M Sell
4,644
-251
-5% -$195K 0.34% 60
2025
Q1 		$4.04M Buy
4,895
+97
+2% +$80.7K 0.42% 48
2024
Q4 		$3.7M Buy
4,798
+1,325
+38% +$1.1M 0.4% 49
2024
Q3 		$3.08M Buy
3,473
+322
+10% +$289K 0.35% 59
2024
Q2 		$2.85M Buy
3,151
+11
+0.4% +$8.8K 0.35% 64
2024
Q1 		$2.44M Buy
3,140
+572
+22% +$407K 0.31% 71
2023
Q4 		$1.5M Buy
2,568
+275
+12% +$161K 0.24% 80
2023
Q3 		$1.23M Buy
2,293
+1,132
+98% +$583K 0.22% 85
2023
Q2 		$545K Sell
1,161
-69
-6% -$28.9K 0.09% 163
2023
Q1 		$422K Buy
1,230
+105
+9% +$35.4K 0.08% 182
2022
Q4 		$412K Buy
1,125
+310
+38% +$110K 0.09% 169
2022
Q3 		$264K Sell
815
-258
-24% -$81.7K 0.06% 210
2022
Q2 		$348K Buy
1,073
+318
+42% +$95.5K 0.07% 190
2022
Q1 		$216K Buy
755
+7
+0.9% +$1.8K 0.03% 303
2021
Q4 		$207K Buy
+748
New +$190K 0.03% 323

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Clear Creek Financial Management's LLY Position: Q1 2026 in Review

Clear Creek Financial Management increased its Eli Lilly (LLY) stake by 3.3% in Q1 2026, buying an estimated $151K and bringing the position to 4,694 shares worth $4.32M. The position accounts for 0.33% of the portfolio, ranked #69.

Clear Creek Financial Management first reported a position in LLY in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.88M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Clear Creek Financial Management held 4,694 shares of Eli Lilly worth $4.32M as of Q1 2026.
  • Clear Creek Financial Management bought 149 Eli Lilly shares in Q1 2026, an estimated $151K.
  • Eli Lilly made up 0.33% of Clear Creek Financial Management's portfolio in Q1 2026, its #69 holding.
  • Clear Creek Financial Management first reported a position in Eli Lilly in Q4 2021 and has held it in 18 quarters since.
  • Clear Creek Financial Management's Eli Lilly position peaked at $4.88M in Q4 2025.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.