Clifford Group’s Eli Lilly LLY Stock Holding History

Clifford Group’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	$452K	Buy	491 +49	+11%	+$49.7K	0.35%	45
2025 Q4	$475K	Hold	442	–	–	0.37%	40
2025 Q3	$337K	Hold	442	–	–	0.26%	57
2025 Q2	$345K	Sell	442 -48	-10%	-$37.3K	0.28%	52
2025 Q1	$405K	Buy	490 +5	+1%	+$4.16K	0.38%	44
2024 Q4	$374K	Hold	485	–	–	0.29%	49
2024 Q3	$430K	Hold	485	–	–	0.33%	51
2024 Q2	$439K	Hold	485	–	–	0.35%	49
2024 Q1	$377K	Hold	485	–	–	0.31%	51
2023 Q4	$283K	Hold	485	–	–	0.26%	59
2023 Q3	$261K	Hold	485	–	–	0.28%	59
2023 Q2	$227K	Buy	+485	New	+$203K	0.24%	67

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Clifford Group's LLY Position: Q1 2026 in Review

Clifford Group increased its Eli Lilly (LLY) stake by 11% in Q1 2026, buying an estimated $49.7K and bringing the position to 491 shares worth $452K. The position accounts for 0.35% of the portfolio, ranked #45.

Clifford Group first reported a position in LLY in Q2 2023 and has held it in 12 quarters since. The position peaked at $475K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Clifford Group held 491 shares of Eli Lilly worth $452K as of Q1 2026.
Clifford Group bought 49 Eli Lilly shares in Q1 2026, an estimated $49.7K.
Eli Lilly made up 0.35% of Clifford Group's portfolio in Q1 2026, its #45 holding.
Clifford Group first reported a position in Eli Lilly in Q2 2023 and has held it in 12 quarters since.
Clifford Group's Eli Lilly position peaked at $475K in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Clifford Group's 13F filing for Q1 2026, filed 15 May 2026.