MBE Wealth Management’s Eli Lilly LLY Stock Holding History

MBE 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	$1.06M	Buy	887 +18	+2%	+$18.4K	0.37%	40
2026 Q1	$799K	Buy	869 +5	+0.6%	+$5.07K	0.33%	41
2025 Q4	$928K	Buy	864 +1	+0.1%	+$956	0.39%	38
2025 Q3	$659K	Buy	863 +16	+2%	+$11.9K	0.28%	48
2025 Q2	$660K	Buy	847 +23	+3%	+$17.9K	0.29%	46
2025 Q1	$681K	Buy	824 +220	+36%	+$183K	0.33%	46
2024 Q4	$466K	Sell	604 -53	-8%	-$43.9K	0.26%	49
2024 Q3	$582K	Buy	657 +56	+9%	+$50.3K	0.32%	44
2024 Q2	$544K	Sell	601 -1,003	-63%	-$802K	0.33%	40
2024 Q1	$1.25M	Buy	1,604 +153	+11%	+$109K	0.77%	21
2023 Q4	$846K	Buy	1,451 +1,030	+245%	+$601K	0.43%	31
2023 Q3	$226K	Buy	+421	New	+$217K	0.13%	65
2020 Q2	–	Sell	-416	Closed	-$57K	–	308
2020 Q1	$57K	Buy	+416	New	+$57.2K	0.05%	112

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

MBE Wealth Management increased its Eli Lilly (LLY) stake by 2.1% in Q2 2026, buying an estimated $18.4K and bringing the position to 887 shares worth $1.06M. The position accounts for 0.37% of the portfolio, ranked #40.

MBE Wealth Management first reported a position in LLY in Q1 2020 and has held it in 13 quarters since. The position peaked at $1.25M in Q1 2024. 1,842 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

MBE Wealth Management held 887 shares of Eli Lilly worth $1.06M as of Q2 2026.
MBE Wealth Management bought 18 Eli Lilly shares in Q2 2026, an estimated $18.4K.
Eli Lilly made up 0.37% of MBE Wealth Management's portfolio in Q2 2026, its #40 holding.
MBE Wealth Management first reported a position in Eli Lilly in Q1 2020 and has held it in 13 quarters since.
MBE Wealth Management's Eli Lilly position peaked at $1.25M in Q1 2024.
1,842 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.