LLY — LILLY ELI & CO

Ownership history in OXFORD FINANCIAL GROUP, LTD. LLC  ·  26 quarters on record

This page tracks every 13F SEC filing in which OXFORD FINANCIAL GROUP, LTD. LLC reported a position in LILLY ELI & CO (LLY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
19.06% (2024 Q1)
Avg. % of fund
8.49%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
26
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 136,148 -14,864 -9.8% 8.04% $146.3M $1072.89
2025 Q3 REDUCED 151,012 -2,770 -1.8% 6.52% $115.2M $760.61
2025 Q2 ADDED 153,782 +10,459 +7.3% 7.12% $119.9M $775.39
2025 Q1 REDUCED 143,323 -98,894 -40.8% 8.30% $118.4M $819.84
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    LLY price (monthly, adj. close)

Other funds also holding LLY

As of 2025 Q4 — sorted by position size

LILLY ENDOWMENT INC 3Y 7Y 100.0% Private Capital Advisors, Inc. 3Y 7Y 46.91% XR Securities LLC 3Y 7Y 41.84% Bedel Financial Consulting, Inc. 3Y 7Y 37.93% PNC FINANCIAL SERVICES GROUP, INC. 3Y 7Y 30.13% Goelzer Investment Management, Inc. 3Y 7Y 27.06% Holistic Financial Partners 3Y 7Y 26.45% Cascade Financial Partners, LLC 25.78% SAPIENT CAPITAL LLC 22.72% WEATHERLY ASSET MANAGEMENT L. P. 3Y 7Y 22.67%
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