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 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 $84.5B AUM 11.36% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Oakwell Private Wealth Management's LLY Position: Q1 2026 in Review

Oakwell Private Wealth Management reduced its Eli Lilly (LLY) stake by 0.47% in Q1 2026, selling an estimated $3.04K and leaving 641 shares worth $590K. The position accounts for 0.11% of the portfolio, ranked #51.

Oakwell Private Wealth Management first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $692K in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Oakwell Private Wealth Management held 641 shares of Eli Lilly worth $590K as of Q1 2026.
Oakwell Private Wealth Management sold 3 Eli Lilly shares in Q1 2026, an estimated $3.04K.
Eli Lilly made up 0.11% of Oakwell Private Wealth Management's portfolio in Q1 2026, its #51 holding.
Oakwell Private Wealth Management first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
Oakwell Private Wealth Management's Eli Lilly position peaked at $692K in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.