West Oak Capital’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $42.5K | Sell |
5,565
-142
| -2% | -$106K | 1.68% | 16 |
|
|
2025
Q2 | $44.5K | Buy |
5,707
+316
| +6% | +$246K | 1.74% | 15 |
|
|
2025
Q1 | $44.5K | Sell |
5,391
-371
| -6% | -$309K | 1.72% | 11 |
|
|
2024
Q4 | $44.5M | Sell |
5,762
-80
| -1% | -$66.2K | 1.57% | 13 |
|
|
2024
Q3 | $51.8K | Sell |
5,842
-855
| -13% | -$769K | 0.96% | 8 |
|
|
2024
Q2 | $6.06M | Sell |
6,697
-681
| -9% | -$545K | 2.44% | 4 |
|
|
2024
Q1 | $5.74M | Sell |
7,378
-66
| -0.9% | -$47K | 2.44% | 4 |
|
|
2023
Q4 | $4.79M | Sell |
7,444
-285
| -4% | -$166K | 2.24% | 6 |
|
|
2023
Q3 | $4.15M | Sell |
7,729
-263
| -3% | -$136K | 2.06% | 6 |
|
|
2023
Q2 | $3.75M | Sell |
7,992
-432
| -5% | -$181K | 1.82% | 8 |
|
|
2023
Q1 | $2.89M | Buy |
8,424
+105
| +1% | +$35.4K | 1.47% | 11 |
|
|
2022
Q4 | $3.04M | Sell |
8,319
-410
| -5% | -$145K | 1.59% | 11 |
|
|
2022
Q3 | $2.82M | Sell |
8,729
-1,680
| -16% | -$532K | 1.53% | 10 |
|
|
2022
Q2 | $3.38M | Sell |
10,409
-1,006
| -9% | -$302K | 1.77% | 6 |
|
|
2022
Q1 | $3.27M | Sell |
11,415
-290
| -2% | -$74.6K | 1.48% | 16 |
|
|
2021
Q4 | $3.23M | Sell |
11,705
-400
| -3% | -$101K | 1.19% | 21 |
|
|
2021
Q3 | $2.8M | Sell |
12,105
-960
| -7% | -$237K | 1.08% | 25 |
|
|
2021
Q2 | $3M | Buy |
13,065
+6,835
| +110% | +$1.37M | 1.18% | 23 |
|
|
2021
Q1 | $1.16M | Sell |
6,230
-170
| -3% | -$33.3K | 0.5% | 61 |
|
|
2020
Q4 | $1.08M | Hold |
6,400
| – | – | 0.5% | 59 |
|
|
2020
Q3 | $947K | Sell |
6,400
-280
| -4% | -$43.3K | 0.52% | 58 |
|
|
2020
Q2 | $1.1M | Sell |
6,680
-450
| -6% | -$69.1K | 0.62% | 58 |
|
|
2020
Q1 | $989K | Sell |
7,130
-35
| -0.5% | -$4.81K | 0.68% | 55 |
|
|
2019
Q4 | $942K | Buy |
7,165
+1,805
| +34% | +$209K | 0.53% | 58 |
|
|
2019
Q3 | $599K | Hold |
5,360
| – | – | 0.35% | 67 |
|
|
2019
Q2 | $594K | Sell |
5,360
-40
| -0.7% | -$4.71K | 0.36% | 68 |
|
|
2019
Q1 | $701K | Sell |
5,400
-735
| -12% | -$89.4K | 0.44% | 64 |
|
|
2018
Q4 | $710K | Sell |
6,135
-100
| -2% | -$11.2K | 0.5% | 61 |
|
|
2018
Q3 | $669K | Sell |
6,235
-90
| -1% | -$9K | 0.39% | 72 |
|
|
2018
Q2 | $540K | Hold |
6,325
| – | – | 0.33% | 78 |
|
|
2018
Q1 | $489K | Buy |
6,325
+125
| +2% | +$10.1K | 0.29% | 80 |
|
|
2017
Q4 | $524K | Sell |
6,200
-265
| -4% | -$22.5K | 0.32% | 82 |
|
|
2017
Q3 | $553K | Buy |
6,465
+70
| +1% | +$5.74K | 0.33% | 83 |
|
|
2017
Q2 | $526K | Sell |
6,395
-210
| -3% | -$17.1K | 0.32% | 81 |
|
|
2017
Q1 | $556K | Buy |
6,605
+250
| +4% | +$20K | 0.34% | 76 |
|
|
2016
Q4 | $467K | Sell |
6,355
-3,995
| -39% | -$298K | 0.31% | 81 |
|
|
2016
Q3 | $831K | Sell |
10,350
-770
| -7% | -$61.6K | 0.57% | 61 |
|
|
2016
Q2 | $876K | Sell |
11,120
-145
| -1% | -$10.9K | 0.63% | 61 |
|
|
2016
Q1 | $811K | Sell |
11,265
-625
| -5% | -$47.3K | 0.62% | 61 |
|
|
2015
Q4 | $1M | Buy |
11,890
+2,475
| +26% | +$205K | 0.78% | 51 |
|
|
2015
Q3 | $788K | Buy |
9,415
+9,065
| +2,590% | +$765K | 0.64% | 60 |
|
|
2015
Q2 | $29.2K | Sell |
350
-50
| -13% | -$3.81K | 0.02% | 172 |
|
|
2015
Q1 | $29.1K | Sell |
400
-75
| -16% | -$5.34K | 0.02% | 179 |
|
|
2014
Q4 | $32.8K | Hold |
475
| – | – | 0.02% | 175 |
|
|
2014
Q3 | $30.8K | Hold |
475
| – | – | 0.02% | 162 |
|
|
2014
Q2 | $29.5K | Sell |
475
-175
| -27% | -$10.4K | 0.02% | 167 |
|
|
2014
Q1 | $38.3K | Sell |
650
-350
| -35% | -$19.5K | 0.03% | 152 |
|
|
2013
Q4 | $51K | Hold |
1,000
| – | – | 0.04% | 146 |
|
|
2013
Q3 | $50.3K | Hold |
1,000
| – | – | 0.04% | 139 |
|
|
2013
Q2 | $49.1K | Buy |
+1,000
| New | +$54.4K | 0.04% | 136 |
|
Other funds holding LLY
West Oak Capital's LLY Position: Q3 2025 in Review
West Oak Capital reduced its Eli Lilly (LLY) stake by 2.5% in Q3 2025, selling an estimated $106K and leaving 5,565 shares worth $42.5K. The position accounts for 1.68% of the portfolio, ranked #16.
West Oak Capital first reported a position in LLY in Q2 2013 and has held it in 50 quarters since. The position peaked at $44.5M in Q4 2024. 3,898 funds tracked by Wall St. Rank hold LLY as of Q3 2025.
- West Oak Capital held 5,565 shares of Eli Lilly worth $42.5K as of Q3 2025.
- West Oak Capital sold 142 Eli Lilly shares in Q3 2025, an estimated $106K.
- Eli Lilly made up 1.68% of West Oak Capital's portfolio in Q3 2025, its #16 holding.
- West Oak Capital first reported a position in Eli Lilly in Q2 2013 and has held it in 50 quarters since.
- West Oak Capital's Eli Lilly position peaked at $44.5M in Q4 2024.
- 3,898 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2025.
Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.