Mosaic Financial Group’s Eli Lilly LLY Stock Holding History

Mosaic Financial 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 Q2	$2.48M	Buy	2,072 +4	+0.2%	+$4.09K	1.59%	13
2026 Q1	$1.9M	Buy	2,068 +7	+0.3%	+$7.1K	1.35%	16
2025 Q4	$2.21M	Buy	2,061 +1	+0%	+$956	1.51%	13
2025 Q3	$1.57M	Sell	2,060 -148	-7%	-$110K	1.12%	23
2025 Q2	$1.72M	Buy	2,208 +1	+0%	+$777	1.32%	18
2025 Q1	$1.82M	Sell	2,207 -7	-0.3%	-$5.83K	1.48%	13
2024 Q4	$1.71M	Sell	2,214 -94	-4%	-$77.8K	1.23%	18
2024 Q3	$2.04M	Sell	2,308 -1,004	-30%	-$903K	1.45%	11
2024 Q2	$3M	Buy	3,312 +13	+0.4%	+$10.4K	2.15%	8
2024 Q1	$2.57M	Buy	+3,299	New	+$2.35M	2.06%	8

Other funds holding LLY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mosaic Financial Group's LLY Position: Q2 2026 in Review

Mosaic Financial Group increased its Eli Lilly (LLY) stake by 0.19% in Q2 2026, buying an estimated $4.09K and bringing the position to 2,072 shares worth $2.48M. The position accounts for 1.59% of the portfolio, ranked #13.

Mosaic Financial Group first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. The position peaked at $3M in Q2 2024. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Mosaic Financial Group held 2,072 shares of Eli Lilly worth $2.48M as of Q2 2026.
Mosaic Financial Group bought 4 Eli Lilly shares in Q2 2026, an estimated $4.09K.
Eli Lilly made up 1.59% of Mosaic Financial Group's portfolio in Q2 2026, its #13 holding.
Mosaic Financial Group first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
Mosaic Financial Group's Eli Lilly position peaked at $3M in Q2 2024.
4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.