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Oxford Wealth Group’s Eli Lilly LLY Stock Holding History

Oxford Wealth 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
2026
Q1 		$2.19M Buy
2,378
+5
+0.2% +$5.07K 1.19% 30
2025
Q4 		$2.55M Buy
+2,373
New +$2.27M 1.24% 28
2024
Q4 		$2.81M Buy
3,636
+220
+6% +$182K 1.81% 12
2024
Q3 		$3.03M Sell
3,416
-621
-15% -$558K 2.46% 11
2024
Q2 		$3.66M Buy
4,037
+339
+9% +$271K 2.51% 11
2024
Q1 		$2.88M Buy
+3,698
New +$2.63M 2.62% 9

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 Wealth Group's LLY Position: Q1 2026 in Review

Oxford Wealth Group increased its Eli Lilly (LLY) stake by 0.21% in Q1 2026, buying an estimated $5.07K and bringing the position to 2,378 shares worth $2.19M. The position accounts for 1.19% of the portfolio, ranked #30.

Oxford Wealth Group first reported a position in LLY in Q1 2024 and has held it in 6 quarters since. The position peaked at $3.66M in Q2 2024. 4,358 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Oxford Wealth Group held 2,378 shares of Eli Lilly worth $2.19M as of Q1 2026.
  • Oxford Wealth Group bought 5 Eli Lilly shares in Q1 2026, an estimated $5.07K.
  • Eli Lilly made up 1.19% of Oxford Wealth Group's portfolio in Q1 2026, its #30 holding.
  • Oxford Wealth Group first reported a position in Eli Lilly in Q1 2024 and has held it in 6 quarters since.
  • Oxford Wealth Group's Eli Lilly position peaked at $3.66M in Q2 2024.
  • 4,358 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Oxford Wealth Group's 13F filing for Q1 2026, filed 11 May 2026.