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Silver Oak Securities’s Eli Lilly LLY Stock Holding History

Silver Oak Securities’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 		$3.97M Sell
4,316
-312
-7% -$316K 0.29% 73
2025
Q4 		$5M Buy
4,628
+279
+6% +$267K 0.34% 67
2025
Q3 		$3.32M Buy
4,349
+1,476
+51% +$1.1M 0.25% 90
2025
Q2 		$2.24M Buy
2,873
+89
+3% +$69.2K 0.18% 127
2025
Q1 		$2.29M Buy
2,784
+309
+12% +$257K 0.21% 110
2024
Q4 		$1.92M Buy
2,475
+524
+27% +$434K 0.18% 128
2024
Q3 		$1.55M Sell
1,951
-129
-6% -$116K 0.16% 137
2024
Q2 		$1.88M Buy
2,080
+209
+11% +$167K 0.28% 78
2024
Q1 		$1.46M Buy
1,871
+430
+30% +$306K 0.22% 102
2023
Q4 		$840K Sell
1,441
-243
-14% -$142K 0.11% 193
2023
Q3 		$905K Buy
1,684
+123
+8% +$63.4K 0.2% 93
2023
Q2 		$732K Buy
1,561
+364
+30% +$153K 0.12% 180
2023
Q1 		$411K Sell
1,197
-157
-12% -$53K 0.07% 228
2022
Q4 		$495K Sell
1,354
-330
-20% -$117K 0.09% 153
2022
Q3 		$905K Buy
1,684
+676
+67% +$214K 0.2% 93
2022
Q2 		$332K Buy
1,008
+240
+31% +$72K 0.07% 186
2022
Q1 		$239K Buy
+768
New +$198K 0.05% 264

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Silver Oak Securities's LLY Position: Q1 2026 in Review

Silver Oak Securities reduced its Eli Lilly (LLY) stake by 6.7% in Q1 2026, selling an estimated $316K and leaving 4,316 shares worth $3.97M. The position accounts for 0.29% of the portfolio, ranked #73.

Silver Oak Securities first reported a position in LLY in Q1 2022 and has held it in 17 quarters since. The position peaked at $5M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Silver Oak Securities held 4,316 shares of Eli Lilly worth $3.97M as of Q1 2026.
  • Silver Oak Securities sold 312 Eli Lilly shares in Q1 2026, an estimated $316K.
  • Eli Lilly made up 0.29% of Silver Oak Securities's portfolio in Q1 2026, its #73 holding.
  • Silver Oak Securities first reported a position in Eli Lilly in Q1 2022 and has held it in 17 quarters since.
  • Silver Oak Securities's Eli Lilly position peaked at $5M in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.