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SkyOak Wealth, LLC

SEC CIK
0001800379
Latest filing
Jul 30, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by SkyOak Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LLY overviewAll 13F holders of LLYFull Q2 2026 holdings

Shares (Q2 2026)
16,314
Value
$19.6M
% of portfolio
3.2%
Quarters held
22
Since Q1 2021
Holdings of LLY by SkyOak Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,314$19.6M3.2%+109+0.7%AddedHolders
Q1 202616,205$14.9M2.7%−509−3.0%ReducedHolders
Q4 202516,714$18.0M3.2%−1,168−6.5%ReducedHolders
Q3 202517,882$13.6M2.6%−428−2.3%ReducedHolders
Q2 202518,310$14.3M2.9%−74−0.4%ReducedHolders
Q1 202518,384$15.2M3.3%−581−3.1%ReducedHolders
Q4 202418,965$14.6M3.1%−499−2.6%ReducedHolders
Q3 202419,464$17.2M3.8%−513−2.6%ReducedHolders
Q2 202419,977$18.1M4.2%−2,578−11.4%ReducedHolders
Q1 202422,555$17.5M4.2%−1,884−7.7%ReducedHolders
Q4 202324,439$14.2M3.7%−873−3.4%ReducedHolders
Q3 202325,312$13.6M4.0%−343−1.3%ReducedHolders
Q2 202325,655$12.0M3.4%−3,825−13.0%ReducedHolders
Q1 202329,480$10.1M3.1%+472+1.6%AddedHolders
Q4 202229,008$10.6M3.6%−963−3.2%ReducedHolders
Q3 202229,971$9.69M3.5%−711−2.3%ReducedHolders
Q2 202230,682$9.95M3.4%−486−1.6%ReducedHolders
Q1 202231,168$8.93M2.5%−591−1.9%ReducedHolders
Q4 202131,759$8.77M2.2%−1,347−4.1%ReducedHolders
Q3 202133,106$7.65M2.1%−137−0.4%ReducedHolders
Q2 202133,243$7.63M2.0%−305−0.9%ReducedHolders
Q1 202133,548$6.06M1.7%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.