MBE Wealth Management
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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
Q3 		$1.03M Buy
893
+6
+0.7% +$7.08K 0.36% 43
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
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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

MBE Wealth Management's LLY Position: Q3 2026 in Review

MBE Wealth Management increased its Eli Lilly (LLY) stake by 0.68% in Q3 2026, buying an estimated $7.08K and bringing the position to 893 shares worth $1.03M. The position accounts for 0.36% of the portfolio, ranked #43.

MBE Wealth Management first reported a position in LLY in Q1 2020 and has held it in 14 quarters since. The position peaked at $1.25M in Q1 2024. 2,091 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • MBE Wealth Management held 893 shares of Eli Lilly worth $1.03M as of Q3 2026.
  • MBE Wealth Management bought 6 Eli Lilly shares in Q3 2026, an estimated $7.08K.
  • Eli Lilly made up 0.36% of MBE Wealth Management's portfolio in Q3 2026, its #43 holding.
  • MBE Wealth Management first reported a position in Eli Lilly in Q1 2020 and has held it in 14 quarters since.
  • MBE Wealth Management's Eli Lilly position peaked at $1.25M in Q1 2024.
  • 2,091 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.