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 Q2	$605K	Buy	504 +13	+3%	+$13.3K	0.42%	35
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 $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 $3.37T AUM 44.26% 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

Clifford Group's LLY Position: Q2 2026 in Review

Clifford Group increased its Eli Lilly (LLY) stake by 2.6% in Q2 2026, buying an estimated $13.3K and bringing the position to 504 shares worth $605K. The position accounts for 0.42% of the portfolio, ranked #35.

Clifford Group first reported a position in LLY in Q2 2023 and has held it in 13 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Clifford Group held 504 shares of Eli Lilly worth $605K as of Q2 2026.
Clifford Group bought 13 Eli Lilly shares in Q2 2026, an estimated $13.3K.
Eli Lilly made up 0.42% of Clifford Group's portfolio in Q2 2026, its #35 holding.
Clifford Group first reported a position in Eli Lilly in Q2 2023 and has held it in 13 quarters since.
4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Clifford Group's 13F filing for Q2 2026, filed 14 Aug 2026.