Mosaic Family Wealth Partners’s Eli Lilly LLY Stock Holding History

Mosaic Family Wealth Partners’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 Q1	$1.86M	Buy	2,025 +283	+16%	+$287K	0.19%	74
2025 Q4	$1.87M	Buy	1,742 +2	+0.1%	+$1.91K	0.21%	62
2025 Q3	$1.26M	Buy	1,740 +108	+7%	+$80.4K	0.15%	74
2025 Q2	$1.27M	Buy	1,632 +147	+10%	+$114K	0.16%	66
2025 Q1	$1.23M	Sell	1,485 -147	-9%	-$122K	0.17%	65
2024 Q4	$1.26M	Buy	1,632 +10	+0.6%	+$8.28K	0.18%	59
2024 Q3	$1.44M	Sell	1,622 -59	-4%	-$53K	0.21%	56
2024 Q2	$1.52M	Sell	1,681 -41	-2%	-$32.8K	0.24%	49
2024 Q1	$1.34M	Sell	1,722 -156	-8%	-$111K	0.22%	57
2023 Q4	$1.09M	Buy	1,878 +65	+4%	+$37.9K	0.19%	63
2023 Q3	$974K	Hold	1,813	–	–	0.2%	57
2023 Q2	$850K	Buy	1,813 +81	+5%	+$34K	0.17%	75
2023 Q1	$595K	Buy	1,732 +26	+2%	+$8.77K	0.12%	94
2022 Q4	$624K	Buy	+1,706	New	+$605K	0.18%	87

Other funds holding LLY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mosaic Family Wealth Partners's LLY Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its Eli Lilly (LLY) stake by 16% in Q1 2026, buying an estimated $287K and bringing the position to 2,025 shares worth $1.86M. The position accounts for 0.19% of the portfolio, ranked #74.

Mosaic Family Wealth Partners first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.87M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Mosaic Family Wealth Partners held 2,025 shares of Eli Lilly worth $1.86M as of Q1 2026.
Mosaic Family Wealth Partners bought 283 Eli Lilly shares in Q1 2026, an estimated $287K.
Eli Lilly made up 0.19% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #74 holding.
Mosaic Family Wealth Partners first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
Mosaic Family Wealth Partners's Eli Lilly position peaked at $1.87M in Q4 2025.
4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.