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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
Q2 		$8.61M Buy
7,178
+167
+2% +$171K 2.88% 7
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
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Schear Investment Advisers's LLY Position: Q2 2026 in Review

Schear Investment Advisers increased its Eli Lilly (LLY) stake by 2.4% in Q2 2026, buying an estimated $171K and bringing the position to 7,178 shares worth $8.61M. The position accounts for 2.88% of the portfolio, ranked #7.

Schear Investment Advisers first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Schear Investment Advisers held 7,178 shares of Eli Lilly worth $8.61M as of Q2 2026.
  • Schear Investment Advisers bought 167 Eli Lilly shares in Q2 2026, an estimated $171K.
  • Eli Lilly made up 2.88% of Schear Investment Advisers's portfolio in Q2 2026, its #7 holding.
  • Schear Investment Advisers first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Schear Investment Advisers's 13F filing for Q2 2026, filed 27 Jul 2026.