MFWP
LLY icon

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
Q2 		$4.14M Buy
3,455
+1,430
+71% +$1.46M 0.28% 55
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
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mosaic Family Wealth Partners's LLY Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Eli Lilly (LLY) stake by 71% in Q2 2026, buying an estimated $1.46M and bringing the position to 3,455 shares worth $4.14M. The position accounts for 0.28% of the portfolio, ranked #55.

Mosaic Family Wealth Partners first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. 4,645 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Mosaic Family Wealth Partners held 3,455 shares of Eli Lilly worth $4.14M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 1,430 Eli Lilly shares in Q2 2026, an estimated $1.46M.
  • Eli Lilly made up 0.28% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #55 holding.
  • Mosaic Family Wealth Partners first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • 4,645 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.