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Oxford Financial Group’s Eli Lilly LLY Stock Holding History

Oxford Financial Group’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
Q1 		– Sell
-20,400
Closed -$11.9M – 287
2023
Q4 		$11.9M Hold
20,400
– – 0.87% 21
2023
Q3 		$11M Buy
+20,400
New +$10.5M 0.95% 19

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Oxford Financial Group's LLY Position: Q2 2026 in Review

Oxford Financial Group reduced its Eli Lilly (LLY) stake by 0.58% in Q2 2026, selling an estimated $773K and leaving 128,862 shares worth $155M. The position accounts for 7.83% of the portfolio, ranked #4.

Oxford Financial Group first reported a position in LLY in Q1 2020 and has held it in 26 quarters since. The position peaked at $275M in Q1 2024. 4,626 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Oxford Financial Group held 128,862 shares of Eli Lilly worth $155M as of Q2 2026.
  • Oxford Financial Group sold 757 Eli Lilly shares in Q2 2026, an estimated $773K.
  • Eli Lilly made up 7.83% of Oxford Financial Group's portfolio in Q2 2026, its #4 holding.
  • Oxford Financial Group first reported a position in Eli Lilly in Q1 2020 and has held it in 26 quarters since.
  • Oxford Financial Group's Eli Lilly position peaked at $275M in Q1 2024.
  • 4,626 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.