Mosley Wealth Management’s Eli Lilly LLY Stock Holding History

Mosley Wealth Management’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	$316K	Sell	263 -1,248	-83%	-$1.28M	0.1%	131
2026 Q1	$1.15M	Buy	1,511 +19	+1%	+$19.3K	0.52%	42
2025 Q4	$1.26M	Buy	+1,492	New	+$1.43M	0.58%	40
2024 Q4	$983K	Buy	1,223 +160	+15%	+$132K	0.61%	36
2024 Q3	$963K	Buy	1,063 +155	+17%	+$139K	0.66%	29
2024 Q2	$822K	Sell	908 -106	-10%	-$84.8K	0.7%	27
2024 Q1	$789K	Sell	1,014 -37	-4%	-$26.3K	0.74%	28
2023 Q4	$613K	Buy	+1,051	New	+$613K	0.6%	34

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Mosley Wealth Management's LLY Position: Q2 2026 in Review

Mosley Wealth Management reduced its Eli Lilly (LLY) stake by 83% in Q2 2026, selling an estimated $1.28M and leaving 263 shares worth $316K. The position accounts for 0.1% of the portfolio, ranked #131.

Mosley Wealth Management first reported a position in LLY in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.26M in Q4 2025. 3,015 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Mosley Wealth Management held 263 shares of Eli Lilly worth $316K as of Q2 2026.
Mosley Wealth Management sold 1,248 Eli Lilly shares in Q2 2026, an estimated $1.28M.
Eli Lilly made up 0.1% of Mosley Wealth Management's portfolio in Q2 2026, its #131 holding.
Mosley Wealth Management first reported a position in Eli Lilly in Q4 2023 and has held it in 8 quarters since.
Mosley Wealth Management's Eli Lilly position peaked at $1.26M in Q4 2025.
3,015 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.