Clear Investment Research’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.52M | Buy |
2,740
+17
| +0.6% | +$17.2K | 3.94% | 5 |
|
|
2025
Q4 | $2.93M | Buy |
2,723
+2
| +0.1% | +$1.91K | 4.86% | 5 |
|
|
2025
Q3 | $2.08M | Buy |
2,721
+26
| +1% | +$19.3K | 2.78% | 8 |
|
|
2025
Q2 | $2.1M | Buy |
2,695
+22
| +0.8% | +$17.1K | 2.65% | 10 |
|
|
2025
Q1 | $2.21M | Buy |
2,673
+5
| +0.2% | +$4.16K | 2.95% | 9 |
|
|
2024
Q4 | $2.06M | Buy |
2,668
+8
| +0.3% | +$6.62K | 2.65% | 10 |
|
|
2024
Q3 | $2.36M | Buy |
2,660
+70
| +3% | +$62.9K | 3.07% | 9 |
|
|
2024
Q2 | $2.35M | Sell |
2,590
-1
| -0% | -$800 | 3.06% | 11 |
|
|
2024
Q1 | $2.02M | Sell |
2,591
-32
| -1% | -$22.8K | 2.71% | 12 |
|
|
2023
Q4 | $1.53M | Sell |
2,623
-108
| -4% | -$63K | 2.15% | 12 |
|
|
2023
Q3 | $1.47M | Buy |
2,731
+11
| +0.4% | +$5.67K | 2.54% | 11 |
|
|
2023
Q2 | $1.28M | Buy |
2,720
+36
| +1% | +$15.1K | 2.14% | 12 |
|
|
2023
Q1 | $922K | Buy |
2,684
+33
| +1% | +$11.1K | 1.61% | 18 |
|
|
2022
Q4 | $970K | Buy |
2,651
+24
| +0.9% | +$8.51K | 1.88% | 15 |
|
|
2022
Q3 | $849K | Hold |
2,627
| – | – | 1.79% | 14 |
|
|
2022
Q2 | $852K | Hold |
2,627
| – | – | 1.88% | 15 |
|
|
2022
Q1 | $752K | Hold |
2,627
| – | – | 1.47% | 16 |
|
|
2021
Q4 | $726K | Hold |
2,627
| – | – | 1.11% | 19 |
|
|
2021
Q3 | $607K | Hold |
2,627
| – | – | 0.98% | 19 |
|
|
2021
Q2 | $603K | Hold |
2,627
| – | – | 1.01% | 19 |
|
|
2021
Q1 | $491K | Hold |
2,627
| – | – | 0.89% | 20 |
|
|
2020
Q4 | $444K | Hold |
2,627
| – | – | 0.8% | 22 |
|
|
2020
Q3 | $389K | Hold |
2,627
| – | – | 0.79% | 24 |
|
|
2020
Q2 | $431K | Hold |
2,627
| – | – | 0.92% | 22 |
|
|
2020
Q1 | $364K | Hold |
2,627
| – | – | 0.89% | 22 |
|
|
2019
Q4 | $345K | Sell |
2,627
-8
| -0.3% | -$927 | 0.71% | 23 |
|
|
2019
Q3 | $295K | Hold |
2,635
| – | – | 0.63% | 27 |
|
|
2019
Q2 | $292K | Hold |
2,635
| – | – | 0.48% | 30 |
|
|
2019
Q1 | $342K | Hold |
2,635
| – | – | 0.53% | 29 |
|
|
2018
Q4 | $305K | Hold |
2,635
| – | – | 0.49% | 30 |
|
|
2018
Q3 | $283K | Sell |
2,635
-612
| -19% | -$61.2K | 0.41% | 32 |
|
|
2018
Q2 | $251K | Hold |
3,247
| – | – | 0.16% | 32 |
|
|
2018
Q1 | $251K | Hold |
3,247
| – | – | 0.16% | 32 |
|
|
2017
Q4 | $274K | Buy |
3,247
+611
| +23% | +$52K | 0.18% | 31 |
|
|
2017
Q3 | $223K | Sell |
2,636
-611
| -19% | -$50.1K | 0.15% | 34 |
|
|
2017
Q2 | $267K | Buy |
+3,247
| New | +$265K | 0.2% | 29 |
|
Other funds holding LLY
VCM
VPM
Clear Investment Research's LLY Position: Q1 2026 in Review
Clear Investment Research increased its Eli Lilly (LLY) stake by 0.62% in Q1 2026, buying an estimated $17.2K and bringing the position to 2,740 shares worth $2.52M. The position accounts for 3.94% of the portfolio, ranked #5.
Clear Investment Research first reported a position in LLY in Q2 2017 and has held it in 36 quarters since. The position peaked at $2.93M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.
- Clear Investment Research held 2,740 shares of Eli Lilly worth $2.52M as of Q1 2026.
- Clear Investment Research bought 17 Eli Lilly shares in Q1 2026, an estimated $17.2K.
- Eli Lilly made up 3.94% of Clear Investment Research's portfolio in Q1 2026, its #5 holding.
- Clear Investment Research first reported a position in Eli Lilly in Q2 2017 and has held it in 36 quarters since.
- Clear Investment Research's Eli Lilly position peaked at $2.93M in Q4 2025.
- 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.
Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.