OFA
LLY icon

Oak Family Advisors’s Eli Lilly LLY Stock Holding History

Oak Family Advisors’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 		$1.09M Sell
907
-20
-2% -$20.4K 0.28% 62
2026
Q1 		$853K Sell
927
-1,425
-61% -$1.44M 0.24% 64
2025
Q4 		$2.53M Sell
2,352
-242
-9% -$231K 0.69% 45
2025
Q3 		$1.98M Buy
+2,594
New +$1.93M 0.49% 50

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

Oak Family Advisors's LLY Position: Q2 2026 in Review

Oak Family Advisors reduced its Eli Lilly (LLY) stake by 2.2% in Q2 2026, selling an estimated $20.4K and leaving 907 shares worth $1.09M. The position accounts for 0.28% of the portfolio, ranked #62.

Oak Family Advisors first reported a position in LLY in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.53M in Q4 2025. 1,842 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Oak Family Advisors held 907 shares of Eli Lilly worth $1.09M as of Q2 2026.
  • Oak Family Advisors sold 20 Eli Lilly shares in Q2 2026, an estimated $20.4K.
  • Eli Lilly made up 0.28% of Oak Family Advisors's portfolio in Q2 2026, its #62 holding.
  • Oak Family Advisors first reported a position in Eli Lilly in Q3 2025 and has held it in 4 quarters since.
  • Oak Family Advisors's Eli Lilly position peaked at $2.53M in Q4 2025.
  • 1,842 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.