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MBL Wealth’s Eli Lilly LLY Stock Holding History

MBL 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
Q2 		$2.93M Buy
2,439
+17
+0.7% +$17.4K 0.2% 76
2026
Q1 		$2.23M Buy
2,422
+145
+6% +$147K 0.17% 77
2025
Q4 		$2.45M Buy
2,277
+766
+51% +$732K 0.2% 73
2025
Q3 		$1.15M Sell
1,511
-100
-6% -$74.4K 0.1% 101
2025
Q2 		$1.26M Buy
1,611
+53
+3% +$41.2K 0.12% 90
2025
Q1 		$1.29M Buy
1,558
+152
+11% +$126K 0.13% 79
2024
Q4 		$1.09M Sell
1,406
-28
-2% -$23.2K 0.11% 90
2024
Q3 		$1.27M Buy
1,434
+45
+3% +$40.5K 0.14% 79
2024
Q2 		$1.26M Buy
1,389
+33
+2% +$26.4K 0.14% 76
2024
Q1 		$1.05M Buy
1,356
+3
+0.2% +$2.13K 0.12% 84
2023
Q4 		$789K Buy
1,353
+6
+0.4% +$3.5K 0.1% 94
2023
Q3 		$724K Buy
1,347
+66
+5% +$34K 0.1% 94
2023
Q2 		$601K Buy
1,281
+402
+46% +$169K 0.08% 100
2023
Q1 		$302K Sell
879
-2
-0.2% -$675 0.05% 126
2022
Q4 		$322K Buy
881
+71
+9% +$25.2K 0.06% 126
2022
Q3 		$262K Buy
810
+68
+9% +$21.5K 0.06% 129
2022
Q2 		$241K Buy
742
+3
+0.4% +$901 0.06% 121
2022
Q1 		$212K Buy
+739
New +$190K 0.05% 159

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MBL Wealth's LLY Position: Q2 2026 in Review

MBL Wealth increased its Eli Lilly (LLY) stake by 0.7% in Q2 2026, buying an estimated $17.4K and bringing the position to 2,439 shares worth $2.93M. The position accounts for 0.2% of the portfolio, ranked #76.

MBL Wealth first reported a position in LLY in Q1 2022 and has held it in 18 quarters since. 2,247 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • MBL Wealth held 2,439 shares of Eli Lilly worth $2.93M as of Q2 2026.
  • MBL Wealth bought 17 Eli Lilly shares in Q2 2026, an estimated $17.4K.
  • Eli Lilly made up 0.2% of MBL Wealth's portfolio in Q2 2026, its #76 holding.
  • MBL Wealth first reported a position in Eli Lilly in Q1 2022 and has held it in 18 quarters since.
  • 2,247 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.