Mokosak Advisory Group
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Mokosak Advisory Group’s Eli Lilly LLY Stock Holding History

Mokosak Advisory Group’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
Q3 		$247K Hold
213
– – 0.05% 34
2026
Q2 		$256K Buy
+213
New +$218K 0.06% 34
2026
Q1 		– Sell
-213
Closed -$229K – 36
2025
Q4 		$229K Buy
+213
New +$204K 0.06% 33

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Mokosak Advisory Group's LLY Position: Q3 2026 in Review

Mokosak Advisory Group held its Eli Lilly (LLY) position steady in Q3 2026 at 213 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #34.

Mokosak Advisory Group first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $256K in Q2 2026. 1,995 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Mokosak Advisory Group held 213 shares of Eli Lilly worth $247K as of Q3 2026.
  • Mokosak Advisory Group left its Eli Lilly share count unchanged in Q3 2026.
  • Eli Lilly made up 0.05% of Mokosak Advisory Group's portfolio in Q3 2026, its #34 holding.
  • Mokosak Advisory Group first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
  • Mokosak Advisory Group's Eli Lilly position peaked at $256K in Q2 2026.
  • 1,995 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Mokosak Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.