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McClarren Financial Advisors’s Eli Lilly LLY Stock Holding History

McClarren Financial 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
Q2 		$624K Hold
520
– – 0.32% 46
2026
Q1 		$478K Sell
520
-1,629
-76% -$1.65M 0.28% 51
2025
Q4 		$559K Buy
2,149
+1,629
+313% +$1.56M 0.33% 46
2025
Q3 		$397K Hold
520
– – 0.24% 54
2025
Q2 		$405K Buy
+520
New +$404K 0.26% 50
2025
Q1 		– Sell
-519
Closed -$400K – 335
2024
Q4 		$400K Buy
+519
New +$430K 1.12% 13
2024
Q3 		– Sell
-1,810
Closed -$468K – 309
2024
Q2 		$468K Buy
1,810
+1,292
+249% +$1.03M 0.33% 45
2024
Q1 		$403K Buy
518
+2
+0.4% +$1.42K 0.29% 50
2023
Q4 		$301K Buy
516
+1
+0.2% +$584 0.23% 57
2023
Q3 		$276K Buy
515
+63
+14% +$32.5K 0.24% 56
2023
Q2 		$212K Buy
452
+1
+0.2% +$419 0.18% 61
2023
Q1 		$155K Buy
451
+2
+0.4% +$675 0.14% 78
2022
Q4 		$164K Buy
449
+1
+0.2% +$355 0.16% 75
2022
Q3 		$145K Buy
+448
New +$142K 0.14% 73
2022
Q2 		– Sell
-445
Closed -$127K – 158
2022
Q1 		$127K Hold
445
– – 0.09% 77
2021
Q4 		$123K Buy
445
+3
+0.7% +$761 0.08% 88
2021
Q3 		$102K Sell
442
-98
-18% -$24.2K 0.08% 77
2021
Q2 		$124K Buy
540
+101
+23% +$20.3K 0.1% 71
2021
Q1 		$82K Buy
439
+2
+0.5% +$391 0.07% 89
2020
Q4 		$73K Buy
+437
New +$65.2K 0.07% 87

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

McClarren Financial Advisors's LLY Position: Q2 2026 in Review

McClarren Financial Advisors held its Eli Lilly (LLY) position steady in Q2 2026 at 520 shares worth $624K. The position accounts for 0.32% of the portfolio, ranked #46.

McClarren Financial Advisors first reported a position in LLY in Q4 2020 and has held it in 20 quarters since. 1,267 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • McClarren Financial Advisors held 520 shares of Eli Lilly worth $624K as of Q2 2026.
  • McClarren Financial Advisors left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 0.32% of McClarren Financial Advisors's portfolio in Q2 2026, its #46 holding.
  • McClarren Financial Advisors first reported a position in Eli Lilly in Q4 2020 and has held it in 20 quarters since.
  • 1,267 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.