Oxford Financial Group, Ltd. LLC / LLY
Oxford Financial Group, Ltd. LLC’s Eli Lilly & Co Position
Does Oxford Financial Group, Ltd. LLC own Eli Lilly & Co (LLY)? Yes — 129.6K shares worth $119M (+6.42% of its 13F portfolio) as of Q1 2026, down from 136.1K shares the prior filed quarter.
Position Value
$119M
Q1 2026
Shares
129.6K
% of Portfolio
+6.42%
Quarters Held
25
currently held
Position History LLY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 129.6K | $119M | +6.42% |
| Q4 2025 | 136.1K | $146M | +8.04% |
| Q3 2025 | 151.0K | $115M | +6.52% |
| Q2 2025 | 153.8K | $120M | +7.12% |
| Q1 2025 | 143.3K | $118M | +8.30% |
| Q4 2024 | 242.2K | $187M | +12.11% |
| Q3 2024 | 244.7K | $217M | +13.74% |
| Q2 2024 | 248.8K | $225M | +14.86% |
| Q1 2024 | 353.0K | $275M | +19.06% |
| Q4 2023 | 376.2K | $219M | +16.09% |
| Q3 2023 | 377.6K | $203M | +17.53% |
| Q2 2023 | 279.2K | $131M | +12.45% |
| Q1 2023 | 187.9K | $65M | +7.24% |
| Q4 2022 | 183.7K | $67M | +7.83% |
| Q3 2022 | 185.3K | $60M | +9.02% |
| Q2 2022 | 173.9K | $56M | +8.32% |
| Q1 2022 | 173.9K | $50M | +6.32% |
| Q4 2021 | 210.3K | $58M | +6.53% |
| Q3 2021 | 210.2K | $49M | +6.19% |
| Q2 2021 | 181.2K | $42M | +5.58% |
| Q1 2021 | 190.7K | $36M | +4.94% |
| Q4 2020 | 223.1K | $38M | +5.46% |
| Q3 2020 | 208.2K | $31M | +4.97% |
| Q2 2020 | 192.3K | $32M | +5.35% |
| Q1 2020 | 198.2K | $27M | +5.49% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Oxford Financial Group, Ltd. LLC’s full portfolio or all institutional holders of LLY.