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Shelton Wealth Management’s Eli Lilly LLY Stock Holding History

Shelton Wealth 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
Q2 		$1.63M Buy
1,361
+198
+17% +$202K 0.64% 47
2026
Q1 		$1.07M Sell
1,163
-176
-13% -$178K 0.47% 73
2025
Q4 		$1.44M Buy
1,339
+68
+5% +$65K 0.62% 47
2025
Q3 		$970K Buy
1,271
+77
+6% +$57.3K 0.44% 79
2025
Q2 		$931K Sell
1,194
-16
-1% -$12.4K 0.45% 79
2025
Q1 		$999K Buy
1,210
+55
+5% +$45.8K 0.54% 61
2024
Q4 		$892K Buy
1,155
+422
+58% +$349K 0.46% 78
2024
Q3 		$649K Buy
733
+89
+14% +$80K 0.35% 89
2024
Q2 		$583K Buy
644
+73
+13% +$58.4K 0.33% 89
2024
Q1 		$444K Buy
571
+50
+10% +$35.6K 0.28% 84
2023
Q4 		$304K Buy
+521
New +$304K 0.22% 85

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
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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Shelton Wealth Management's LLY Position: Q2 2026 in Review

Shelton Wealth Management increased its Eli Lilly (LLY) stake by 17% in Q2 2026, buying an estimated $202K and bringing the position to 1,361 shares worth $1.63M. The position accounts for 0.64% of the portfolio, ranked #47.

Shelton Wealth Management first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 866 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Shelton Wealth Management held 1,361 shares of Eli Lilly worth $1.63M as of Q2 2026.
  • Shelton Wealth Management bought 198 Eli Lilly shares in Q2 2026, an estimated $202K.
  • Eli Lilly made up 0.64% of Shelton Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Shelton Wealth Management first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • 866 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.