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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
Q3 		$230K Sell
199
-18
-8% -$21.2K 0.04% 150
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

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Private Capital Advisors
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Clune & Associates's LLY Position: Q3 2026 in Review

Clune & Associates reduced its Eli Lilly (LLY) stake by 8.3% in Q3 2026, selling an estimated $21.2K and leaving 199 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #150.

Clune & Associates first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $260K in Q2 2026. 1,278 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Clune & Associates held 199 shares of Eli Lilly worth $230K as of Q3 2026.
  • Clune & Associates sold 18 Eli Lilly shares in Q3 2026, an estimated $21.2K.
  • Eli Lilly made up 0.04% of Clune & Associates's portfolio in Q3 2026, its #150 holding.
  • Clune & Associates first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
  • Clune & Associates's Eli Lilly position peaked at $260K in Q2 2026.
  • 1,278 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.