SEC 13F Intelligence

Oxford Wealth Group, LLC / LLY

Oxford Wealth Group, LLC’s Eli Lilly & Co Position

Does Oxford Wealth Group, LLC own Eli Lilly & Co (LLY)? Yes — 2.4K shares worth $2M (+1.19% of its 13F portfolio) as of Q1 2026, up from 2.4K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
2.4K
% of Portfolio
+1.19%
Quarters Held
6
currently held

Position History LLY

Reported value by quarter
Q1 ’24: $3MQ1 ’24Q2 ’24: $4MQ2 ’24Q3 ’24: $3MQ3 ’24Q4 ’24: $3MQ4 ’24Q4 ’25: $3MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.4K$2M+1.19%
Q4 20252.4K$3M+1.24%
Q4 20243.6K$3M+1.81%
Q3 20243.4K$3M+2.46%
Q2 20244.0K$4M+2.51%
Q1 20243.7K$3M+2.62%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Oxford Wealth Group, LLC’s full portfolio or all institutional holders of LLY.