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Mowery & Schoenfeld Wealth Management’s Eli Lilly LLY Stock Holding History

Mowery & Schoenfeld 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 		$1.81M Hold
1,510
– – 2.47% 10
2026
Q1 		$1.39M Sell
1,510
-89
-6% -$90.2K 2.12% 13
2025
Q4 		$1.72M Buy
1,599
+89
+6% +$85.1K 2.49% 10
2025
Q3 		$1.15M Sell
1,510
-20
-1% -$14.9K 1.98% 12
2025
Q2 		$1.19M Sell
1,530
-8
-0.5% -$6.22K 1.81% 11
2025
Q1 		$1.27M Buy
1,538
+8
+0.5% +$6.66K 2.49% 7
2024
Q4 		$1.18M Buy
1,530
+157
+11% +$130K 2.3% 8
2024
Q3 		$1.22M Hold
1,373
– – 1.92% 10
2024
Q2 		$1.24M Hold
1,373
– – 1.79% 9
2024
Q1 		$1.07M Hold
1,373
– – 2.06% 10
2023
Q4 		$800K Buy
+1,373
New +$801K 1.62% 12

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 $3.37T AUM 44.26% 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

Mowery & Schoenfeld Wealth Management's LLY Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Eli Lilly (LLY) position steady in Q2 2026 at 1,510 shares worth $1.81M. The position accounts for 2.47% of the portfolio, ranked #10.

Mowery & Schoenfeld Wealth Management first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 4,618 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 1,510 shares of Eli Lilly worth $1.81M as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 2.47% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • 4,618 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.