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Oxford Wealth Group, LLC

SEC CIK
0002007082
Latest filing
Aug 13, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Oxford Wealth Group, 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)
2,371
Value
$2.84M
% of portfolio
1.3%
Quarters held
7
Since Q1 2024
Holdings of LLY by Oxford Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,371$2.84M1.3%−7−0.3%ReducedHolders
Q1 20262,378$2.19M1.2%+5+0.2%AddedHolders
Q4 20252,373$2.55M1.2%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 20243,636$2.81M1.8%+220+6.4%AddedHolders
Q3 20243,416$3.03M2.5%−621−15.4%ReducedHolders
Q2 20244,037$3.66M2.5%+339+9.2%AddedHolders
Q1 20243,698$2.88M2.6%–No prior filingHolders