LOWM
LLY icon

Laurel Oak Wealth Management’s Eli Lilly LLY Stock Holding History

Laurel Oak 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 		$4.85M Buy
4,043
+147
+4% +$150K 0.71% 33
2026
Q1 		$3.58M Buy
3,896
+104
+3% +$105K 0.6% 36
2025
Q4 		$4.08M Buy
+3,792
New +$3.63M 0.69% 34

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Laurel Oak Wealth Management's LLY Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its Eli Lilly (LLY) stake by 3.8% in Q2 2026, buying an estimated $150K and bringing the position to 4,043 shares worth $4.85M. The position accounts for 0.71% of the portfolio, ranked #33.

Laurel Oak Wealth Management first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. 1,716 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Laurel Oak Wealth Management held 4,043 shares of Eli Lilly worth $4.85M as of Q2 2026.
  • Laurel Oak Wealth Management bought 147 Eli Lilly shares in Q2 2026, an estimated $150K.
  • Eli Lilly made up 0.71% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Laurel Oak Wealth Management first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
  • 1,716 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.