Schear Investment Advisers’s Eli Lilly LLY Stock Holding History

Schear Investment Advisers’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	$6.45M	Sell	7,011 -16	-0.2%	-$16.2K	2.84%	10
2025 Q4	$7.55M	Sell	7,027 -62	-0.9%	-$59.3K	3.25%	9
2025 Q3	$5.41M	Buy	7,089 +23	+0.3%	+$17.1K	2.41%	11
2025 Q2	$5.51M	Sell	7,066 -251	-3%	-$195K	2.73%	11
2025 Q1	$6.04M	Sell	7,317 -1,218	-14%	-$1.01M	3.48%	5
2024 Q4	$6.59M	Buy	8,535 +139	+2%	+$115K	3.51%	7
2024 Q3	$7.44M	Buy	8,396 +687	+9%	+$618K	4.6%	2
2024 Q2	$6.98M	Buy	7,709 +98	+1%	+$78.4K	5.04%	2
2024 Q1	$5.92M	Sell	7,611 -169	-2%	-$120K	4.75%	3
2023 Q4	$4.54M	Buy	7,780 +13	+0.2%	+$7.59K	4.37%	4
2023 Q3	$4.17M	Sell	7,767 -276	-3%	-$142K	4.5%	3
2023 Q2	$3.77M	Buy	8,043 +213	+3%	+$89.3K	3.99%	5
2023 Q1	$2.69M	Buy	7,830 +236	+3%	+$79.6K	3.22%	5
2022 Q4	$2.78M	Buy	+7,594	New	+$2.69M	3.43%	3

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Schear Investment Advisers's LLY Position: Q1 2026 in Review

Schear Investment Advisers reduced its Eli Lilly (LLY) stake by 0.23% in Q1 2026, selling an estimated $16.2K and leaving 7,011 shares worth $6.45M. The position accounts for 2.84% of the portfolio, ranked #10.

Schear Investment Advisers first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.55M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Schear Investment Advisers held 7,011 shares of Eli Lilly worth $6.45M as of Q1 2026.
Schear Investment Advisers sold 16 Eli Lilly shares in Q1 2026, an estimated $16.2K.
Eli Lilly made up 2.84% of Schear Investment Advisers's portfolio in Q1 2026, its #10 holding.
Schear Investment Advisers first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
Schear Investment Advisers's Eli Lilly position peaked at $7.55M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Schear Investment Advisers's 13F filing for Q1 2026, filed 28 Apr 2026.