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 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 Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Silver Oak Advisory Group's LLY Position: Q1 2026 in Review

Silver Oak Advisory Group reduced its Eli Lilly (LLY) stake by 10% in Q1 2026, selling an estimated $49.7K and leaving 425 shares worth $390K. The position accounts for 0.17% of the portfolio, ranked #49.

Silver Oak Advisory Group first reported a position in LLY in Q4 2021 and has held it in 18 quarters since. The position peaked at $585K in Q2 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Silver Oak Advisory Group held 425 shares of Eli Lilly worth $390K as of Q1 2026.
Silver Oak Advisory Group sold 49 Eli Lilly shares in Q1 2026, an estimated $49.7K.
Eli Lilly made up 0.17% of Silver Oak Advisory Group's portfolio in Q1 2026, its #49 holding.
Silver Oak Advisory Group first reported a position in Eli Lilly in Q4 2021 and has held it in 18 quarters since.
Silver Oak Advisory Group's Eli Lilly position peaked at $585K in Q2 2024.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Silver Oak Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.