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MFA Wealth Advisors’s Eli Lilly LLY Stock Holding History

MFA Wealth Advisors’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 		$373K Sell
322
-10
-3% -$11.8K 0.06% 76
2026
Q2 		$398K Buy
332
+21
+7% +$21.5K 0.07% 76
2026
Q1 		$286K Buy
311
+5
+2% +$5.07K 0.06% 76
2025
Q4 		$329K Hold
306
– – 0.07% 75
2025
Q3 		$233K Buy
306
+15
+5% +$11.2K 0.05% 87
2025
Q2 		$227K Sell
291
-75
-20% -$58.3K 0.05% 84
2025
Q1 		$302K Hold
366
– – 0.07% 74
2024
Q4 		$283K Buy
366
+24
+7% +$19.9K 0.07% 66
2024
Q3 		$303K Hold
342
– – 0.07% 77
2024
Q2 		$310K Buy
342
+76
+29% +$60.8K 0.07% 78
2024
Q1 		$207K Buy
+266
New +$189K 0.05% 84

Other funds holding LLY

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

MFA Wealth Advisors's LLY Position: Q3 2026 in Review

MFA Wealth Advisors reduced its Eli Lilly (LLY) stake by 3% in Q3 2026, selling an estimated $11.8K and leaving 322 shares worth $373K. The position accounts for 0.06% of the portfolio, ranked #76.

MFA Wealth Advisors first reported a position in LLY in Q1 2024 and has held it in 11 quarters since. The position peaked at $398K in Q2 2026. 428 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • MFA Wealth Advisors held 322 shares of Eli Lilly worth $373K as of Q3 2026.
  • MFA Wealth Advisors sold 10 Eli Lilly shares in Q3 2026, an estimated $11.8K.
  • Eli Lilly made up 0.06% of MFA Wealth Advisors's portfolio in Q3 2026, its #76 holding.
  • MFA Wealth Advisors first reported a position in Eli Lilly in Q1 2024 and has held it in 11 quarters since.
  • MFA Wealth Advisors's Eli Lilly position peaked at $398K in Q2 2026.
  • 428 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.