Clearstead Advisors’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
Q2 | $66.5M | Sell |
55,467
-4,714
| -8% | -$4.82M | 0.63% | 38 |
|
|
2026
Q1 | $55.4M | Buy |
60,181
+10,774
| +22% | +$10.9M | 0.51% | 45 |
|
|
2025
Q4 | $53.1M | Buy |
49,407
+679
| +1% | +$649K | 0.67% | 33 |
|
|
2025
Q3 | $37.2M | Buy |
48,728
+99
| +0.2% | +$73.7K | 0.49% | 46 |
|
|
2025
Q2 | $37.9M | Buy |
48,629
+15,223
| +46% | +$11.8M | 0.53% | 42 |
|
|
2025
Q1 | $27.6M | Sell |
33,406
-567
| -2% | -$472K | 0.43% | 52 |
|
|
2024
Q4 | $26.2M | Sell |
33,973
-817
| -2% | -$676K | 0.4% | 55 |
|
|
2024
Q3 | $30.8M | Sell |
34,790
-363
| -1% | -$326K | 0.48% | 47 |
|
|
2024
Q2 | $31.8M | Buy |
35,153
+15,205
| +76% | +$12.2M | 0.54% | 41 |
|
|
2024
Q1 | $15.1M | Sell |
19,948
-738
| -4% | -$525K | 0.75% | 29 |
|
|
2023
Q4 | $12.1M | Sell |
20,686
-23,645
| -53% | -$13.8M | 0.64% | 33 |
|
|
2023
Q3 | $23.8M | Buy |
44,331
+22,333
| +102% | +$11.5M | 0.69% | 33 |
|
|
2023
Q2 | $10.3M | Buy |
21,998
+4,910
| +29% | +$2.06M | 0.63% | 35 |
|
|
2023
Q1 | $5.87M | Buy |
17,088
+199
| +1% | +$67.1K | 0.43% | 49 |
|
|
2022
Q4 | $6.18M | Buy |
16,889
+199
| +1% | +$70.6K | 0.48% | 43 |
|
|
2022
Q3 | $5.4M | Sell |
16,690
-2,603
| -13% | -$825K | 0.5% | 43 |
|
|
2022
Q2 | $6.25M | Sell |
19,293
-197
| -1% | -$59.1K | 0.49% | 50 |
|
|
2022
Q1 | $5.58M | Buy |
19,490
+2,459
| +14% | +$633K | 0.38% | 56 |
|
|
2021
Q4 | $4.7M | Sell |
17,031
-576
| -3% | -$146K | 0.32% | 63 |
|
|
2021
Q3 | $4.07M | Buy |
17,607
+133
| +0.8% | +$32.8K | 0.3% | 66 |
|
|
2021
Q2 | $4.01M | Buy |
17,474
+395
| +2% | +$79.3K | 0.31% | 64 |
|
|
2021
Q1 | $3.19M | Buy |
17,079
+81
| +0.5% | +$15.8K | 0.27% | 76 |
|
|
2020
Q4 | $2.87M | Sell |
16,998
-785
| -4% | -$117K | 0.26% | 76 |
|
|
2020
Q3 | $2.63M | Buy |
17,783
+2,362
| +15% | +$366K | 0.28% | 71 |
|
|
2020
Q2 | $2.53M | Buy |
15,421
+446
| +3% | +$68.5K | 0.29% | 70 |
|
|
2020
Q1 | $2.08M | Sell |
14,975
-67
| -0.4% | -$9.21K | 0.3% | 67 |
|
|
2019
Q4 | $1.98M | Buy |
15,042
+620
| +4% | +$71.9K | 0.24% | 85 |
|
|
2019
Q3 | $1.61M | Buy |
14,422
+447
| +3% | +$49.8K | 0.22% | 91 |
|
|
2019
Q2 | $1.55M | Buy |
13,975
+1
| +0% | +$118 | 0.21% | 94 |
|
|
2019
Q1 | $1.81M | Buy |
13,974
+43
| +0.3% | +$5.23K | 0.25% | 80 |
|
|
2018
Q4 | $1.61M | Sell |
13,931
-954
| -6% | -$107K | 0.25% | 77 |
|
|
2018
Q3 | $1.6M | Sell |
14,885
-197
| -1% | -$19.7K | 0.22% | 82 |
|
|
2018
Q2 | $1.29M | Buy |
15,082
+1,982
| +15% | +$163K | 0.18% | 90 |
|
|
2018
Q1 | $1.01M | Buy |
13,100
+3,121
| +31% | +$251K | 0.15% | 105 |
|
|
2017
Q4 | $843K | Sell |
9,979
-4,409
| -31% | -$375K | 0.11% | 116 |
|
|
2017
Q3 | $1.23M | Buy |
14,388
+3,601
| +33% | +$295K | 0.16% | 106 |
|
|
2017
Q2 | $888K | Buy |
10,787
+401
| +4% | +$32.7K | 0.13% | 117 |
|
|
2017
Q1 | $874K | Buy |
10,386
+438
| +4% | +$35.1K | 0.13% | 109 |
|
|
2016
Q4 | $732K | Buy |
+9,948
| New | +$741K | 0.12% | 110 |
|
Other funds holding LLY
Clearstead Advisors's LLY Position: Q2 2026 in Review
Clearstead Advisors reduced its Eli Lilly (LLY) stake by 7.8% in Q2 2026, selling an estimated $4.82M and leaving 55,467 shares worth $66.5M. The position accounts for 0.63% of the portfolio, ranked #38.
Clearstead Advisors first reported a position in LLY in Q4 2016 and has held it in 39 quarters since. 4,599 funds tracked by Wall St. Rank hold LLY as of Q2 2026.
- Clearstead Advisors held 55,467 shares of Eli Lilly worth $66.5M as of Q2 2026.
- Clearstead Advisors sold 4,714 Eli Lilly shares in Q2 2026, an estimated $4.82M.
- Eli Lilly made up 0.63% of Clearstead Advisors's portfolio in Q2 2026, its #38 holding.
- Clearstead Advisors first reported a position in Eli Lilly in Q4 2016 and has held it in 39 quarters since.
- 4,599 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.