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Oak Harvest Investment Services’s Eli Lilly LLY Stock Holding History

Oak Harvest Investment Services’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 		$4.33M Buy
3,607
+406
+13% +$415K 0.4% 75
2026
Q1 		$2.94M Sell
3,201
-5,306
-62% -$5.38M 0.31% 85
2025
Q4 		$9.14M Buy
8,507
+420
+5% +$402K 1% 29
2025
Q3 		$6.17M Buy
8,087
+4,114
+104% +$3.06M 0.72% 47
2025
Q2 		$3.1M Buy
3,973
+305
+8% +$237K 0.39% 76
2025
Q1 		$3.03M Buy
3,668
+2,706
+281% +$2.25M 0.42% 74
2024
Q4 		$743K Buy
962
+104
+12% +$86.1K 0.1% 109
2024
Q3 		$760K Buy
858
+18
+2% +$16.2K 0.11% 99
2024
Q2 		$761K Sell
840
-3,311
-80% -$2.65M 0.12% 93
2024
Q1 		$3.23M Sell
4,151
-504
-11% -$359K 0.53% 57
2023
Q4 		$2.71M Sell
4,655
-1,031
-18% -$602K 0.54% 52
2023
Q3 		$3.05M Sell
5,686
-1,081
-16% -$557K 0.65% 48
2023
Q2 		$3.17M Sell
6,767
-1,874
-22% -$786K 0.71% 49
2023
Q1 		$2.97M Sell
8,641
-1,629
-16% -$549K 0.68% 52
2022
Q4 		$3.76M Sell
10,270
-6,244
-38% -$2.21M 0.98% 41
2022
Q3 		$5.34M Sell
16,514
-3,627
-18% -$1.15M 1.42% 29
2022
Q2 		$6.53M Buy
20,141
+1,050
+5% +$315K 1.76% 17
2022
Q1 		$5.47M Buy
19,091
+3,344
+21% +$861K 1.35% 33
2021
Q4 		$4.35M Buy
15,747
+3,776
+32% +$957K 1.08% 45
2021
Q3 		$2.77M Buy
11,971
+2,170
+22% +$536K 0.81% 49
2021
Q2 		$2.25M Buy
9,801
+1,677
+21% +$337K 0.74% 52
2021
Q1 		$1.52M Buy
8,124
+1,574
+24% +$308K 0.58% 56
2020
Q4 		$1.11M Buy
+6,550
New +$978K 0.47% 52

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 Harvest Investment Services's LLY Position: Q2 2026 in Review

Oak Harvest Investment Services increased its Eli Lilly (LLY) stake by 13% in Q2 2026, buying an estimated $415K and bringing the position to 3,607 shares worth $4.33M. The position accounts for 0.4% of the portfolio, ranked #75.

Oak Harvest Investment Services first reported a position in LLY in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.14M in Q4 2025. 1,600 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Oak Harvest Investment Services held 3,607 shares of Eli Lilly worth $4.33M as of Q2 2026.
  • Oak Harvest Investment Services bought 406 Eli Lilly shares in Q2 2026, an estimated $415K.
  • Eli Lilly made up 0.4% of Oak Harvest Investment Services's portfolio in Q2 2026, its #75 holding.
  • Oak Harvest Investment Services first reported a position in Eli Lilly in Q4 2020 and has held it in 23 quarters since.
  • Oak Harvest Investment Services's Eli Lilly position peaked at $9.14M in Q4 2025.
  • 1,600 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.