Oak Hill Wealth Advisors’s Eli Lilly LLY Stock Holding History

Oak Hill Wealth 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
2025 Q3	$2.21M	Sell	2,901 -8	-0.3%	-$5.95K	0.41%	40
2025 Q2	$2.26M	Buy	2,909 +15	+0.5%	+$11.7K	0.47%	33
2025 Q1	$2.39M	Sell	2,894 -56	-2%	-$46.6K	0.55%	32
2024 Q4	$2.28M	Buy	+2,950	New	+$2.44M	0.54%	32
2024 Q3	–	Sell	-2,576	Closed	-$2.32M	–	175
2024 Q2	$2.33M	Buy	+2,576	New	+$2.06M	0.71%	23
2024 Q1	–	Sell	-2,634	Closed	-$1.87M	–	161
2023 Q4	$1.54M	Sell	2,634 -42	-2%	-$24.5K	0.53%	26
2023 Q3	$1.44M	Sell	2,676 -323	-11%	-$166K	0.55%	26
2023 Q2	$1.39M	Sell	2,999 -9	-0.3%	-$3.77K	0.51%	27
2023 Q1	$1.04M	Sell	3,008 -20	-0.7%	-$6.75K	0.41%	34
2022 Q4	$1.11M	Buy	+3,028	New	+$1.07M	0.46%	32

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Oak Hill Wealth Advisors's LLY Position: Q3 2025 in Review

Oak Hill Wealth Advisors reduced its Eli Lilly (LLY) stake by 0.28% in Q3 2025, selling an estimated $5.95K and leaving 2,901 shares worth $2.21M. The position accounts for 0.41% of the portfolio, ranked #40.

Oak Hill Wealth Advisors first reported a position in LLY in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.39M in Q1 2025. 3,897 funds tracked by Wall St. Rank hold LLY as of Q3 2025.

Oak Hill Wealth Advisors held 2,901 shares of Eli Lilly worth $2.21M as of Q3 2025.
Oak Hill Wealth Advisors sold 8 Eli Lilly shares in Q3 2025, an estimated $5.95K.
Eli Lilly made up 0.41% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #40 holding.
Oak Hill Wealth Advisors first reported a position in Eli Lilly in Q4 2022 and has held it in 10 quarters since.
Oak Hill Wealth Advisors's Eli Lilly position peaked at $2.39M in Q1 2025.
3,897 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.