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Clearwater Capital Advisors’s Eli Lilly LLY Stock Holding History

Clearwater Capital 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
2026
Q1 		$1.01M Buy
1,102
+18
+2% +$18.2K 0.08% 72
2025
Q4 		$1.16M Sell
1,084
-61
-5% -$58.3K 0.1% 69
2025
Q3 		$874K Buy
1,145
+11
+1% +$8.19K 0.07% 87
2025
Q2 		$884K Buy
1,134
+6
+0.5% +$4.66K 0.08% 81
2025
Q1 		$932K Sell
1,128
-8
-0.7% -$6.66K 0.09% 79
2024
Q4 		$877K Hold
1,136
– – 0.09% 82
2024
Q3 		$1.01M Buy
1,136
+91
+9% +$81.8K 0.1% 76
2024
Q2 		$946K Sell
1,045
-120
-10% -$96K 0.1% 73
2024
Q1 		$906K Sell
1,165
-37
-3% -$26.3K 0.1% 71
2023
Q4 		$701K Buy
1,202
+15
+1% +$8.76K 0.08% 78
2023
Q3 		$638K Sell
1,187
-60
-5% -$30.9K 0.08% 71
2023
Q2 		$585K Buy
1,247
+10
+0.8% +$4.19K 0.07% 83
2023
Q1 		$425K Sell
1,237
-264
-18% -$89K 0.05% 97
2022
Q4 		$549K Buy
1,501
+52
+4% +$18.4K 0.07% 90
2022
Q3 		$469K Buy
1,449
+20
+1% +$6.34K 0.06% 96
2022
Q2 		$463K Hold
1,429
– – 0.06% 96
2022
Q1 		$409K Sell
1,429
-7
-0.5% -$1.8K 0.05% 112
2021
Q4 		$397K Buy
1,436
+111
+8% +$28.1K 0.04% 117
2021
Q3 		$306K Hold
1,325
– – 0.04% 131
2021
Q2 		$304K Hold
1,325
– – 0.04% 135
2021
Q1 		$248K Hold
1,325
– – 0.03% 146
2020
Q4 		$224K Buy
+1,325
New +$198K 0.03% 143
2018
Q2 		– Sell
-30
Closed -$2K – 397
2018
Q1 		$2K Buy
+30
New +$2.42K ﹤0.01% 599

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

Clearwater Capital Advisors's LLY Position: Q1 2026 in Review

Clearwater Capital Advisors increased its Eli Lilly (LLY) stake by 1.7% in Q1 2026, buying an estimated $18.2K and bringing the position to 1,102 shares worth $1.01M. The position accounts for 0.08% of the portfolio, ranked #72.

Clearwater Capital Advisors first reported a position in LLY in Q1 2018 and has held it in 23 quarters since. The position peaked at $1.16M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Clearwater Capital Advisors held 1,102 shares of Eli Lilly worth $1.01M as of Q1 2026.
  • Clearwater Capital Advisors bought 18 Eli Lilly shares in Q1 2026, an estimated $18.2K.
  • Eli Lilly made up 0.08% of Clearwater Capital Advisors's portfolio in Q1 2026, its #72 holding.
  • Clearwater Capital Advisors first reported a position in Eli Lilly in Q1 2018 and has held it in 23 quarters since.
  • Clearwater Capital Advisors's Eli Lilly position peaked at $1.16M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.