Silver Oak Advisory Group
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Silver Oak Advisory Group’s Eli Lilly LLY Stock Holding History

Silver Oak Advisory 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
Q3 		$384K Sell
332
-62
-16% -$73.2K 0.15% 57
2026
Q2 		$472K Sell
394
-31
-7% -$31.7K 0.19% 47
2026
Q1 		$390K Sell
425
-49
-10% -$49.7K 0.17% 49
2025
Q4 		$509K Sell
474
-79
-14% -$75.5K 0.23% 42
2025
Q3 		$421K Sell
553
-24
-4% -$17.9K 0.19% 47
2025
Q2 		$449K Buy
577
+2
+0.3% +$1.55K 0.22% 43
2025
Q1 		$474K Sell
575
-43
-7% -$35.8K 0.25% 40
2024
Q4 		$477K Sell
618
-2
-0.3% -$1.66K 0.25% 38
2024
Q3 		$549K Sell
620
-27
-4% -$24.3K 0.28% 38
2024
Q2 		$585K Hold
647
– – 0.32% 34
2024
Q1 		$504K Sell
647
-68
-10% -$48.4K 0.28% 38
2023
Q4 		$417K Sell
715
-42
-6% -$24.5K 0.24% 41
2023
Q3 		$406K Sell
757
-6
-0.8% -$3.09K 0.26% 38
2023
Q2 		$357K Hold
763
– – 0.23% 37
2023
Q1 		$262K Buy
763
+14
+2% +$4.72K 0.18% 45
2022
Q4 		$274K Sell
749
-250
-25% -$88.6K 0.19% 41
2022
Q3 		$323K Hold
999
– – 0.24% 36
2022
Q2 		$324K Sell
999
-93
-9% -$27.9K 0.23% 38
2022
Q1 		$313K Hold
1,092
– – 0.2% 42
2021
Q4 		$302K Buy
+1,092
New +$277K 0.19% 42

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Silver Oak Advisory Group's LLY Position: Q3 2026 in Review

Silver Oak Advisory Group reduced its Eli Lilly (LLY) stake by 16% in Q3 2026, selling an estimated $73.2K and leaving 332 shares worth $384K. The position accounts for 0.15% of the portfolio, ranked #57.

Silver Oak Advisory Group first reported a position in LLY in Q4 2021 and has held it in 20 quarters since. The position peaked at $585K in Q2 2024. 3,734 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Silver Oak Advisory Group held 332 shares of Eli Lilly worth $384K as of Q3 2026.
  • Silver Oak Advisory Group sold 62 Eli Lilly shares in Q3 2026, an estimated $73.2K.
  • Eli Lilly made up 0.15% of Silver Oak Advisory Group's portfolio in Q3 2026, its #57 holding.
  • Silver Oak Advisory Group first reported a position in Eli Lilly in Q4 2021 and has held it in 20 quarters since.
  • Silver Oak Advisory Group's Eli Lilly position peaked at $585K in Q2 2024.
  • 3,734 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Silver Oak Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.