Mowery & Schoenfeld Wealth Management, LLC

Position in LLY — ELI LILLY & Co

CIK 2019946 LINCOLNSHIRE, IL

Position in LLY

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,811,139

+$422,287 QoQ

Shares Held

1,510

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

4.04%

of 13F equity value

Holder Rank

#2,578

of 4,605 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 51% Shared 0% None 49%

Healthcare · as of Jun 30, 2026

Mowery & Schoenfeld Wealth Management, LLC holds $3,187,997 across 9 Drug Manufacturers - General names. LLY ranks #1 (56.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co This page	1,510	$1,811,139
2	ABBV	AbbVie Inc.	2,778	$699,055
3	AZN	Astrazeneca PLC	1,552	$294,290
4	JNJ	Johnson & Johnson	865	$219,684
5	MRK	Merck & Co., Inc.	724	$93,034
6	AMGN	Amgen Inc	111	$40,195
7	BMY	Bristol Myers Squibb Co	275	$15,845
8	GILD	Gilead Sciences, Inc.	113	$14,276

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,811,139	1,510	0.0%	Shares	Sole	2026-08-06
2026-03-31	$1,388,852	1,510	-5.6%	Shares	Sole	2026-05-01
2025-12-31	$1,718,413	1,599	+5.9%	Shares	Sole	2026-01-28
2025-09-30	$1,152,130	1,510	-1.3%	Shares	Sole	2025-10-27
2025-06-30	$1,192,680	1,530	-0.5%	Shares	Sole	2025-07-28
2025-03-31	$1,270,249	1,538	+0.5%	Shares	Sole	2025-05-05
2024-12-31	$1,181,160	1,530	+11.4%	Shares	Sole	2025-02-10
2024-09-30	$1,216,395	1,373	0.0%	Shares	Sole	2024-10-23
2024-06-30	$1,243,086	1,373	0.0%	Shares	Sole	2024-08-14
2024-03-31	$1,068,139	1,373	0.0%	Shares	Sole	2024-05-14
2023-12-31	$800,349	1,373	—	Shares	Sole	2024-05-14
No filing history on record for this holder in this stock.