Oakwell Private Wealth Management’s Eli Lilly LLY Stock Holding History

Oakwell Private 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	$872K	Buy	727 +86	+13%	+$87.9K	0.14%	48
2026 Q1	$590K	Sell	641 -3	-0.5%	-$3.04K	0.11%	51
2025 Q4	$692K	Buy	644 +56	+10%	+$53.5K	0.13%	53
2025 Q3	$449K	Sell	588 -28	-5%	-$20.8K	0.09%	59
2025 Q2	$480K	Sell	616 -9	-1%	-$6.99K	0.11%	52
2025 Q1	$516K	Buy	625 +158	+34%	+$131K	0.14%	46
2024 Q4	$361K	Hold	467	–	–	0.1%	51
2024 Q3	$414K	Hold	467	–	–	0.12%	48
2024 Q2	$423K	Buy	467 +26	+6%	+$20.8K	0.12%	49
2024 Q1	$343K	Buy	441 +10	+2%	+$7.12K	0.1%	49
2023 Q4	$251K	Buy	+431	New	+$252K	0.09%	54

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Oakwell Private Wealth Management's LLY Position: Q2 2026 in Review

Oakwell Private Wealth Management increased its Eli Lilly (LLY) stake by 13% in Q2 2026, buying an estimated $87.9K and bringing the position to 727 shares worth $872K. The position accounts for 0.14% of the portfolio, ranked #48.

Oakwell Private Wealth Management first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Oakwell Private Wealth Management held 727 shares of Eli Lilly worth $872K as of Q2 2026.
Oakwell Private Wealth Management bought 86 Eli Lilly shares in Q2 2026, an estimated $87.9K.
Eli Lilly made up 0.14% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #48 holding.
Oakwell Private Wealth Management first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.