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Oxler Private Wealth’s Eli Lilly LLY Stock Holding History

Oxler Private Wealth’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 		$7.23M Sell
6,027
-32
-0.5% -$32.7K 2.07% 13
2026
Q1 		$5.57M Buy
6,059
+10
+0.2% +$10.1K 1.74% 14
2025
Q4 		$6.5M Buy
6,049
+101
+2% +$96.6K 1.88% 13
2025
Q3 		$4.54M Sell
5,948
-120
-2% -$89.3K 1.32% 16
2025
Q2 		$4.73M Buy
6,068
+11
+0.2% +$8.55K 1.49% 15
2025
Q1 		$5M Buy
6,057
+10
+0.2% +$8.32K 1.76% 17
2024
Q4 		$4.67M Sell
6,047
-3
-0% -$2.48K 1.53% 20
2024
Q3 		$5.36M Buy
6,050
+28
+0.5% +$25.2K 1.87% 17
2024
Q2 		$5.45M Buy
6,022
+10
+0.2% +$8K 2.02% 15
2024
Q1 		$4.68M Buy
6,012
+4,116
+217% +$2.93M 1.83% 16
2023
Q4 		$1.11M Sell
1,896
-4,090
-68% -$2.39M 0.92% 22
2023
Q3 		$3.22M Sell
5,986
-42
-0.7% -$21.6K 1.62% 15
2023
Q2 		$2.83M Sell
6,028
-22
-0.4% -$9.23K 1.35% 19
2023
Q1 		$2.08M Buy
6,050
+24
+0.4% +$8.09K 1.03% 29
2022
Q4 		$2.21M Buy
6,026
+1
+0% +$355 1.19% 28
2022
Q3 		$1.95M Buy
6,025
+15
+0.2% +$4.75K 1.09% 24
2022
Q2 		$1.95M Buy
6,010
+18
+0.3% +$5.4K 0.94% 30
2022
Q1 		$1.72M Sell
5,992
-128
-2% -$32.9K 0.77% 38
2021
Q4 		$1.69M Sell
6,120
-80
-1% -$20.3K 0.7% 42
2021
Q3 		$1.43M Hold
6,200
– – 0.63% 47
2021
Q2 		$1.42M Hold
6,200
– – 0.62% 45
2021
Q1 		$1.16M Buy
+6,200
New +$1.21M 0.59% 48

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

Oxler Private Wealth's LLY Position: Q2 2026 in Review

Oxler Private Wealth reduced its Eli Lilly (LLY) stake by 0.53% in Q2 2026, selling an estimated $32.7K and leaving 6,027 shares worth $7.23M. The position accounts for 2.07% of the portfolio, ranked #13.

Oxler Private Wealth first reported a position in LLY in Q1 2021 and has held it in 22 quarters since. 4,634 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Oxler Private Wealth held 6,027 shares of Eli Lilly worth $7.23M as of Q2 2026.
  • Oxler Private Wealth sold 32 Eli Lilly shares in Q2 2026, an estimated $32.7K.
  • Eli Lilly made up 2.07% of Oxler Private Wealth's portfolio in Q2 2026, its #13 holding.
  • Oxler Private Wealth first reported a position in Eli Lilly in Q1 2021 and has held it in 22 quarters since.
  • 4,634 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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