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SkyOak Wealth’s Eli Lilly LLY Stock Holding History

SkyOak Wealth’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 		$19.6M Buy
16,314
+109
+0.7% +$111K 3.2% 8
2026
Q1 		$14.9M Sell
16,205
-509
-3% -$516K 2.73% 8
2025
Q4 		$18M Sell
16,714
-1,168
-7% -$1.12M 3.23% 6
2025
Q3 		$13.6M Sell
17,882
-428
-2% -$319K 2.58% 8
2025
Q2 		$14.3M Sell
18,310
-74
-0.4% -$57.5K 2.87% 8
2025
Q1 		$15.2M Sell
18,384
-581
-3% -$483K 3.33% 6
2024
Q4 		$14.6M Sell
18,965
-499
-3% -$413K 3.13% 6
2024
Q3 		$17.2M Sell
19,464
-513
-3% -$461K 3.82% 6
2024
Q2 		$18.1M Sell
19,977
-2,578
-11% -$2.06M 4.22% 4
2024
Q1 		$17.5M Sell
22,555
-1,884
-8% -$1.34M 4.2% 3
2023
Q4 		$14.2M Sell
24,439
-873
-3% -$510K 3.71% 6
2023
Q3 		$13.6M Sell
25,312
-343
-1% -$177K 3.97% 4
2023
Q2 		$12M Sell
25,655
-3,825
-13% -$1.6M 3.4% 5
2023
Q1 		$10.1M Buy
29,480
+472
+2% +$159K 3.09% 5
2022
Q4 		$10.6M Sell
29,008
-963
-3% -$341K 3.57% 4
2022
Q3 		$9.69M Sell
29,971
-711
-2% -$225K 3.47% 3
2022
Q2 		$9.95M Sell
30,682
-486
-2% -$146K 3.4% 3
2022
Q1 		$8.93M Sell
31,168
-591
-2% -$152K 2.48% 5
2021
Q4 		$8.77M Sell
31,759
-1,347
-4% -$341K 2.23% 7
2021
Q3 		$7.65M Sell
33,106
-137
-0.4% -$33.8K 2.06% 9
2021
Q2 		$7.63M Sell
33,243
-305
-0.9% -$61.3K 2.04% 8
2021
Q1 		$6.06M Sell
33,548
-312
-0.9% -$61K 1.69% 12
2020
Q4 		$5.72M Sell
33,860
-50
-0.1% -$7.46K 1.78% 9
2020
Q3 		$5.02M Sell
33,910
-1,871
-5% -$290K 1.8% 11
2020
Q2 		$5.87M Sell
35,781
-51
-0.1% -$7.83K 2.17% 7
2020
Q1 		$4.97M Sell
35,832
-1,273
-3% -$175K 2.54% 6
2019
Q4 		$4.88M Buy
+37,105
New +$4.3M 1.51% 11

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

SkyOak Wealth's LLY Position: Q2 2026 in Review

SkyOak Wealth increased its Eli Lilly (LLY) stake by 0.67% in Q2 2026, buying an estimated $111K and bringing the position to 16,314 shares worth $19.6M. The position accounts for 3.2% of the portfolio, ranked #8.

SkyOak Wealth first reported a position in LLY in Q4 2019 and has held it in 27 quarters since. 4,601 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • SkyOak Wealth held 16,314 shares of Eli Lilly worth $19.6M as of Q2 2026.
  • SkyOak Wealth bought 109 Eli Lilly shares in Q2 2026, an estimated $111K.
  • Eli Lilly made up 3.2% of SkyOak Wealth's portfolio in Q2 2026, its #8 holding.
  • SkyOak Wealth first reported a position in Eli Lilly in Q4 2019 and has held it in 27 quarters since.
  • 4,601 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.