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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
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

Clearstead Advisors's LLY Position: Q1 2026 in Review

Clearstead Advisors increased its Eli Lilly (LLY) stake by 22% in Q1 2026, buying an estimated $10.9M and bringing the position to 60,181 shares worth $55.4M. The position accounts for 0.51% of the portfolio, ranked #45.

Clearstead Advisors first reported a position in LLY in Q4 2016 and has held it in 38 quarters since. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Clearstead Advisors held 60,181 shares of Eli Lilly worth $55.4M as of Q1 2026.
  • Clearstead Advisors bought 10,774 Eli Lilly shares in Q1 2026, an estimated $10.9M.
  • Eli Lilly made up 0.51% of Clearstead Advisors's portfolio in Q1 2026, its #45 holding.
  • Clearstead Advisors first reported a position in Eli Lilly in Q4 2016 and has held it in 38 quarters since.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.