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Shelton Capital Management’s Eli Lilly LLY Stock Holding History

Shelton Capital Management’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 		$19.2M Buy
20,929
+2,143
+11% +$2.17M 0.42% 55
2025
Q4 		$20.2M Buy
18,786
+2,200
+13% +$2.1M 0.4% 64
2025
Q3 		$12.7M Sell
16,586
-563
-3% -$419K 0.27% 88
2025
Q2 		$13.4M Sell
17,149
-179
-1% -$139K 0.31% 83
2025
Q1 		$14.3M Sell
17,328
-493
-3% -$410K 0.34% 71
2024
Q4 		$13.8M Buy
17,821
+1,032
+6% +$855K 0.34% 64
2024
Q3 		$14.9M Sell
16,789
-4,747
-22% -$4.27M 0.38% 59
2024
Q2 		$19.5M Sell
21,536
-432
-2% -$346K 0.53% 35
2024
Q1 		$17.1M Sell
21,968
-1,300
-6% -$925K 0.49% 41
2023
Q4 		$13.6M Buy
23,268
+1,620
+7% +$946K 0.43% 51
2023
Q3 		$11.6M Sell
21,648
-200
-0.9% -$103K 0.43% 45
2023
Q2 		$10.2M Sell
21,848
-9,322
-30% -$3.91M 0.37% 53
2023
Q1 		$10.7M Buy
31,170
+15,970
+105% +$5.39M 0.45% 49
2022
Q4 		$5.56M Buy
15,200
+472
+3% +$167K 0.58% 36
2022
Q3 		$4.76M Buy
14,728
+6,340
+76% +$2.01M 0.23% 106
2022
Q2 		$2.72M Sell
8,388
-1,800
-18% -$540K 0.12% 175
2022
Q1 		$2.92M Hold
10,188
– – 0.11% 191
2021
Q4 		$2.81M Sell
10,188
-1,082
-10% -$274K 0.1% 205
2021
Q3 		$2.6M Sell
11,270
-4,565
-29% -$1.13M 0.1% 200
2021
Q2 		$3.63M Sell
15,835
-800
-5% -$161K 0.14% 165
2021
Q1 		$3.11M Buy
16,635
+5,081
+44% +$994K 0.11% 181
2020
Q4 		$1.95M Sell
11,554
-7,635
-40% -$1.14M 0.09% 205
2020
Q3 		$2.84M Sell
19,189
-443
-2% -$68.6K 0.12% 193
2020
Q2 		$3.22M Sell
19,632
-1,188
-6% -$182K 0.18% 113
2020
Q1 		$2.89M Buy
20,820
+3,500
+20% +$481K 0.21% 97
2019
Q4 		$2.28M Sell
17,320
-2,043
-11% -$237K 0.13% 152
2019
Q3 		$2.17M Sell
19,363
-1,000
-5% -$111K 0.13% 147
2019
Q2 		$2.26M Buy
20,363
+17,639
+648% +$2.08M 0.13% 155
2019
Q1 		$21K Sell
2,724
-13,815
-84% -$1.68M 0.08% 229
2018
Q4 		$1.91M Sell
16,539
-2,130
-11% -$238K 0.13% 147
2018
Q3 		$2M Sell
18,669
-54,122
-74% -$5.41M 0.11% 156
2018
Q2 		$6.21M Buy
72,791
+60,450
+490% +$4.97M 0.39% 53
2018
Q1 		$955K Buy
12,341
+2,300
+23% +$185K 0.06% 238
2017
Q4 		$848K Hold
10,041
– – 0.05% 259
2017
Q3 		$859K Sell
10,041
-13
-0.1% -$1.07K 0.06% 258
2017
Q2 		$827K Buy
10,054
+213
+2% +$17.4K 0.06% 256
2017
Q1 		$828K Sell
9,841
-751
-7% -$60.2K 0.06% 255
2016
Q4 		$779K Sell
10,592
-2,200
-17% -$164K 0.06% 270
2016
Q3 		$1.03M Sell
12,792
-4,300
-25% -$344K 0.09% 208
2016
Q2 		$1.35M Buy
17,092
+1,001
+6% +$75.4K 0.12% 156
2016
Q1 		$1.16M Buy
16,091
+5,200
+48% +$393K 0.1% 183
2015
Q4 		$918K Buy
10,891
+3,150
+41% +$261K 0.09% 206
2015
Q3 		$648K Hold
7,741
– – 0.07% 262
2015
Q2 		$646K Hold
7,741
– – 0.07% 282
2015
Q1 		$562K Buy
7,741
+322
+4% +$22.9K 0.06% 345
2014
Q4 		$512K Hold
7,419
– – 0.06% 351
2014
Q3 		$481K Sell
7,419
-2,800
-27% -$177K 0.06% 353
2014
Q2 		$635K Sell
10,219
-500
-5% -$29.8K 0.09% 264
2014
Q1 		$631K Sell
10,719
-1,400
-12% -$78.1K 0.09% 247
2013
Q4 		$618K Sell
12,119
-900
-7% -$45.1K 0.09% 237
2013
Q3 		$655K Sell
13,019
-300
-2% -$15.7K 0.11% 195
2013
Q2 		$654K Buy
+13,319
New +$725K 0.12% 184

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Shelton Capital Management's LLY Position: Q1 2026 in Review

Shelton Capital Management increased its Eli Lilly (LLY) stake by 11% in Q1 2026, buying an estimated $2.17M and bringing the position to 20,929 shares worth $19.2M. The position accounts for 0.42% of the portfolio, ranked #55.

Shelton Capital Management first reported a position in LLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $20.2M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Shelton Capital Management held 20,929 shares of Eli Lilly worth $19.2M as of Q1 2026.
  • Shelton Capital Management bought 2,143 Eli Lilly shares in Q1 2026, an estimated $2.17M.
  • Eli Lilly made up 0.42% of Shelton Capital Management's portfolio in Q1 2026, its #55 holding.
  • Shelton Capital Management first reported a position in Eli Lilly in Q2 2013 and has held it in 52 quarters since.
  • Shelton Capital Management's Eli Lilly position peaked at $20.2M in Q4 2025.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.