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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

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM