Shoker Investment Counsel’s Eli Lilly LLY Stock Holding History

Shoker Investment Counsel’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	$612K	Hold	665	–	–	0.18%	69
2025 Q4	$715K	Buy	665 +5	+0.8%	+$4.78K	0.21%	62
2025 Q3	$504K	Sell	660 -6	-0.9%	-$4.46K	0.15%	75
2025 Q2	$520K	Hold	666	–	–	0.16%	74
2025 Q1	$551K	Hold	666	–	–	0.19%	68
2024 Q4	$515K	Sell	666 -13	-2%	-$10.8K	0.17%	69
2024 Q3	$602K	Buy	679 +13	+2%	+$11.7K	0.2%	66
2024 Q2	$603K	Sell	666 -74	-10%	-$59.2K	0.21%	65
2024 Q1	$563K	Buy	740 +174	+31%	+$124K	0.2%	68
2023 Q4	$330K	Buy	566 +139	+33%	+$81.1K	0.13%	73
2023 Q3	$229K	Hold	427	–	–	0.1%	82
2023 Q2	$200K	Buy	+427	New	+$179K	0.08%	88
2020 Q3	–	Sell	-1,326	Closed	-$217K	–	89
2020 Q2	$217K	Buy	+1,326	New	+$204K	0.15%	78

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

Shoker Investment Counsel's LLY Position: Q1 2026 in Review

Shoker Investment Counsel held its Eli Lilly (LLY) position steady in Q1 2026 at 665 shares worth $612K. The position accounts for 0.18% of the portfolio, ranked #69.

Shoker Investment Counsel first reported a position in LLY in Q2 2020 and has held it in 13 quarters since. The position peaked at $715K in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Shoker Investment Counsel held 665 shares of Eli Lilly worth $612K as of Q1 2026.
Shoker Investment Counsel left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.18% of Shoker Investment Counsel's portfolio in Q1 2026, its #69 holding.
Shoker Investment Counsel first reported a position in Eli Lilly in Q2 2020 and has held it in 13 quarters since.
Shoker Investment Counsel's Eli Lilly position peaked at $715K in Q4 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Shoker Investment Counsel's 13F filing for Q1 2026, filed 11 May 2026.