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SilverOak Wealth Management’s Eli Lilly LLY Stock Holding History

SilverOak Wealth Management’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 		$731K Buy
795
+40
+5% +$40.6K 0.12% 59
2025
Q4 		$811K Sell
755
-8
-1% -$7.65K 0.13% 54
2025
Q3 		$582K Sell
763
-16
-2% -$11.9K 0.1% 63
2025
Q2 		$607K Buy
779
+147
+23% +$114K 0.11% 60
2025
Q1 		$522K Hold
632
– – 0.11% 58
2024
Q4 		$488K Buy
632
+5
+0.8% +$4.14K 0.11% 59
2024
Q3 		$555K Buy
627
+233
+59% +$209K 0.12% 57
2024
Q2 		$357K Buy
394
+3
+0.8% +$2.4K 0.09% 69
2024
Q1 		$304K Buy
+391
New +$278K 0.08% 69

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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