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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
Q2 		$5.56M Buy
4,636
+320
+7% +$327K 0.34% 64
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 $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

Silver Oak Securities's LLY Position: Q2 2026 in Review

Silver Oak Securities increased its Eli Lilly (LLY) stake by 7.4% in Q2 2026, buying an estimated $327K and bringing the position to 4,636 shares worth $5.56M. The position accounts for 0.34% of the portfolio, ranked #64.

Silver Oak Securities first reported a position in LLY in Q1 2022 and has held it in 18 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Silver Oak Securities held 4,636 shares of Eli Lilly worth $5.56M as of Q2 2026.
  • Silver Oak Securities bought 320 Eli Lilly shares in Q2 2026, an estimated $327K.
  • Eli Lilly made up 0.34% of Silver Oak Securities's portfolio in Q2 2026, its #64 holding.
  • Silver Oak Securities first reported a position in Eli Lilly in Q1 2022 and has held it in 18 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.