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 Q2	$956K	Buy	797 +2	+0.3%	+$2.04K	0.12%	61
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 Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SilverOak Wealth Management's LLY Position: Q2 2026 in Review

SilverOak Wealth Management increased its Eli Lilly (LLY) stake by 0.25% in Q2 2026, buying an estimated $2.04K and bringing the position to 797 shares worth $956K. The position accounts for 0.12% of the portfolio, ranked #61.

SilverOak Wealth Management first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. 4,618 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

SilverOak Wealth Management held 797 shares of Eli Lilly worth $956K as of Q2 2026.
SilverOak Wealth Management bought 2 Eli Lilly shares in Q2 2026, an estimated $2.04K.
Eli Lilly made up 0.12% of SilverOak Wealth Management's portfolio in Q2 2026, its #61 holding.
SilverOak Wealth Management first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
4,618 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.