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Clune & Associates’s Eli Lilly LLY Stock Holding History

Clune & Associates’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 		$260K Buy
+217
New +$222K 0.04% 151
2026
Q1 		– Sell
-199
Closed -$214K – 170
2025
Q4 		$214K Buy
+199
New +$190K 0.05% 158

Other funds holding LLY

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Clune & Associates's LLY Position: Q2 2026 in Review

Clune & Associates opened a new position in Eli Lilly (LLY) in Q2 2026: 217 shares worth $260K. The stake represents 0.04% of the portfolio and ranks #151 among its holdings. This is a return to the name: Clune & Associates previously reported a position in LLY as recently as Q4 2025.

Clune & Associates first reported a position in LLY in Q4 2025 and has held it in 2 quarters since. 1,102 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Clune & Associates held 217 shares of Eli Lilly worth $260K as of Q2 2026.
  • Eli Lilly was a new Clune & Associates position in Q2 2026.
  • Eli Lilly made up 0.04% of Clune & Associates's portfolio in Q2 2026, its #151 holding.
  • Clune & Associates first reported a position in Eli Lilly in Q4 2025 and has held it in 2 quarters since.
  • 1,102 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.