Maia Wealth
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Maia Wealth’s Eli Lilly LLY Stock Holding History

Maia Wealth’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
Q3 		$7.36M Buy
6,360
+234
+4% +$276K 1.01% 21
2026
Q2 		$7.35M Sell
6,126
-27
-0.4% -$27.6K 1.08% 18
2026
Q1 		$5.66M Buy
6,153
+509
+9% +$516K 0.96% 21
2025
Q4 		$5.86M Buy
5,644
+224
+4% +$214K 1% 20
2025
Q3 		$5.24M Buy
5,420
+1,426
+36% +$1.06M 0.88% 22
2025
Q2 		$3.11M Buy
3,994
+901
+29% +$700K 0.59% 43
2025
Q1 		$2.33M Buy
3,093
+565
+22% +$470K 0.53% 48
2024
Q4 		$2.04M Buy
2,528
+113
+5% +$93.6K 0.44% 53
2024
Q3 		$2.15M Buy
2,415
+229
+10% +$206K 0.53% 45
2024
Q2 		$2.08M Buy
+2,186
New +$1.75M 0.63% 42
2023
Q4 		$1.28M Buy
+2,196
New +$1.28M 0.52% 46

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Maia Wealth's LLY Position: Q3 2026 in Review

Maia Wealth increased its Eli Lilly (LLY) stake by 3.8% in Q3 2026, buying an estimated $276K and bringing the position to 6,360 shares worth $7.36M. The position accounts for 1.01% of the portfolio, ranked #21.

Maia Wealth first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 1,633 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Maia Wealth held 6,360 shares of Eli Lilly worth $7.36M as of Q3 2026.
  • Maia Wealth bought 234 Eli Lilly shares in Q3 2026, an estimated $276K.
  • Eli Lilly made up 1.01% of Maia Wealth's portfolio in Q3 2026, its #21 holding.
  • Maia Wealth first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • 1,633 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.