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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
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

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MFA Wealth Advisors's LLY Position: Q2 2026 in Review

MFA Wealth Advisors increased its Eli Lilly (LLY) stake by 6.8% in Q2 2026, buying an estimated $21.5K and bringing the position to 332 shares worth $398K. The position accounts for 0.07% of the portfolio, ranked #76.

MFA Wealth Advisors first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. 4,618 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • MFA Wealth Advisors held 332 shares of Eli Lilly worth $398K as of Q2 2026.
  • MFA Wealth Advisors bought 21 Eli Lilly shares in Q2 2026, an estimated $21.5K.
  • Eli Lilly made up 0.07% of MFA Wealth Advisors's portfolio in Q2 2026, its #76 holding.
  • MFA Wealth Advisors first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
  • 4,618 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on MFA Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.