Position in LLY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,144,030
+$2,281,496 QoQ
Shares Held
3,455
+70.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#1,859
of 4,605 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026MOSAIC FAMILY WEALTH PARTNERS, LLC holds $19,442,363 across 10 Drug Manufacturers - General names. LLY ranks #1 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
3,455 | $4,144,030 | |
| 2 | JNJ |
Johnson & Johnson
|
15,917 | $4,042,440 | |
| 3 | ABBV |
AbbVie Inc.
|
13,033 | $3,279,624 | |
| 4 | NVO |
Novo Nordisk A S
|
32,940 | $1,579,143 | |
| 5 | MRK |
Merck & Co., Inc.
|
11,904 | $1,529,664 | |
| 6 | PFE |
Pfizer Inc
|
62,835 | $1,513,066 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
10,093 | $1,275,149 | |
| 8 | AMGN |
Amgen Inc
|
2,977 | $1,078,031 |
All Filings in LLY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,144,030 | 3,455 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,862,534 | 2,025 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,872,092 | 1,742 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,327,620 | 1,740 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,272,192 | 1,632 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,226,476 | 1,485 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,259,904 | 1,632 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,436,994 | 1,622 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,521,943 | 1,681 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,339,647 | 1,722 | Shares | Sole | 2024-06-13 | |
| 2023-12-31 | $1,094,723 | 1,878 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $973,816 | 1,813 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $850,260 | 1,813 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $594,803 | 1,732 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $624,123 | 1,706 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||