Mogy Joel R Investment Counsel’s Eli Lilly LLY Stock Holding History

Mogy Joel R Investment Counsel’s Portfolio LLY Stock Details LLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$47.6M	Buy	39,645 +45	+0.1%	+$46K	2.72%	12
2026 Q1	$36.4M	Buy	39,600 +48	+0.1%	+$48.7K	2.28%	13
2025 Q4	$42.5M	Sell	39,552 -54	-0.1%	-$51.6K	2.31%	15
2025 Q3	$30.2M	Buy	39,606 +78	+0.2%	+$58K	1.66%	20
2025 Q2	$30.8M	Buy	39,528 +527	+1%	+$410K	1.78%	20
2025 Q1	$32.2M	Buy	39,001 +3,993	+11%	+$3.32M	2.08%	19
2024 Q4	$27M	Buy	35,008 +593	+2%	+$491K	1.61%	20
2024 Q3	$30.5M	Buy	34,415 +1,331	+4%	+$1.2M	1.87%	20
2024 Q2	$30M	Buy	33,084 +2,097	+7%	+$1.68M	1.9%	19
2024 Q1	$24.1M	Buy	30,987 +3,810	+14%	+$2.71M	1.64%	22
2023 Q4	$15.8M	Buy	27,177 +7,733	+40%	+$4.51M	1.2%	26
2023 Q3	$10.4M	Buy	19,444 +18,662	+2,386%	+$9.62M	0.88%	29
2023 Q2	$367K	Buy	782 +115	+17%	+$48.2K	0.03%	96
2023 Q1	$229K	Hold	667	–	–	0.02%	107
2022 Q4	$244K	Buy	+667	New	+$236K	0.02%	103

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mogy Joel R Investment Counsel's LLY Position: Q2 2026 in Review

Mogy Joel R Investment Counsel increased its Eli Lilly (LLY) stake by 0.11% in Q2 2026, buying an estimated $46K and bringing the position to 39,645 shares worth $47.6M. The position accounts for 2.72% of the portfolio, ranked #12.

Mogy Joel R Investment Counsel first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. 2,247 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Mogy Joel R Investment Counsel held 39,645 shares of Eli Lilly worth $47.6M as of Q2 2026.
Mogy Joel R Investment Counsel bought 45 Eli Lilly shares in Q2 2026, an estimated $46K.
Eli Lilly made up 2.72% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #12 holding.
Mogy Joel R Investment Counsel first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
2,247 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.