Clearstead Advisors’s Eli Lilly LLY Stock Holding History

Clearstead Advisors’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
2024 Q1	–	Hold	0	–	-$1.05M	–	1600
2023 Q4	–	Hold	0	–	–	–	219

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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. 4,642 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.
4,642 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.