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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
2024
Q4 		– Sell
-2,376
Closed -$2.11M – 196
2024
Q3 		$2.11M Buy
+2,376
New +$2.14M 0.52% 32
2024
Q2 		– Sell
-2,634
Closed -$2.05M – 170
2024
Q1 		$2.05M Buy
+2,634
New +$1.87M 0.65% 19

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
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.