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 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 $84.5B AUM 11.36% 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 Financial Group's LLY Position: Q1 2026 in Review

Mosaic Financial Group increased its Eli Lilly (LLY) stake by 0.34% in Q1 2026, buying an estimated $7.1K and bringing the position to 2,068 shares worth $1.9M. The position accounts for 1.35% of the portfolio, ranked #16.

Mosaic Financial Group first reported a position in LLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $3M in Q2 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Mosaic Financial Group held 2,068 shares of Eli Lilly worth $1.9M as of Q1 2026.
Mosaic Financial Group bought 7 Eli Lilly shares in Q1 2026, an estimated $7.1K.
Eli Lilly made up 1.35% of Mosaic Financial Group's portfolio in Q1 2026, its #16 holding.
Mosaic Financial Group first reported a position in Eli Lilly in Q1 2024 and has held it in 9 quarters since.
Mosaic Financial Group's Eli Lilly position peaked at $3M in Q2 2024.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.