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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Oxford Financial Group's LLY Position: Q1 2026 in Review

Oxford Financial Group reduced its Eli Lilly (LLY) stake by 4.8% in Q1 2026, selling an estimated $6.62M and leaving 129,619 shares worth $119M. The position accounts for 6.42% of the portfolio, ranked #5.

Oxford Financial Group first reported a position in LLY in Q1 2020 and has held it in 25 quarters since. The position peaked at $275M in Q1 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Oxford Financial Group held 129,619 shares of Eli Lilly worth $119M as of Q1 2026.
  • Oxford Financial Group sold 6,529 Eli Lilly shares in Q1 2026, an estimated $6.62M.
  • Eli Lilly made up 6.42% of Oxford Financial Group's portfolio in Q1 2026, its #5 holding.
  • Oxford Financial Group first reported a position in Eli Lilly in Q1 2020 and has held it in 25 quarters since.
  • Oxford Financial Group's Eli Lilly position peaked at $275M in Q1 2024.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.