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Eli Lilly & Co. shares owned by Oak Wealth Advisors

Quarter-by-quarter ownership of Eli Lilly & Co. (LLY) shares owned by Oak Wealth Advisors from 13F filings

Historical chart of Oak Wealth Advisors investment in Eli Lilly & Co.

Tip: Access up to 7 years of quarterly data

All positions including Eli Lilly & Co. held by Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eli Lilly & Co. by Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $409k 445 919.77
2025-12-31 $478k 445 1074.68
2025-09-30 $332k 435 763.00
2025-06-30 $339k 435 779.53

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Top funds holding Eli Lilly & Co.

Lilly Endowment
Vanguard Group
BlackRock
Vanguard Capital Management
Pnc Financial Services
State Street Corporation
FMR
Capital Research Global Investors
Vanguard Portfolio Management
Geode Capital Management
Capital World Investors
Morgan Stanley
Wellington Management Company
Bank of America Corporation
State Farm Mutual Automobile Insurance Company

View all funds holding Eli Lilly & Co.