MFA Wealth Services’s Eli Lilly LLY Stock Holding History

MFA Wealth Services’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	$1.74M	Hold	1,507	–	–	1.03%	21
2026 Q2	$1.81M	Buy	1,507 +34	+2%	+$34.7K	1.08%	21
2026 Q1	$1.35M	Buy	1,473 +9	+0.6%	+$9.12K	0.9%	25
2025 Q4	$1.57M	Buy	1,464 +53	+4%	+$50.7K	1.06%	22
2025 Q3	$1.08M	Buy	1,411 +49	+4%	+$36.5K	0.74%	43
2025 Q2	$1.06M	Buy	1,362 +46	+3%	+$35.7K	0.8%	36
2025 Q1	$1.09M	Sell	1,316 -68	-5%	-$56.6K	0.89%	31
2024 Q4	$1.07M	Buy	+1,384	New	+$1.15M	0.86%	33

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

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

MFA Wealth Services held its Eli Lilly (LLY) position steady in Q3 2026 at 1,507 shares worth $1.74M. The position accounts for 1.03% of the portfolio, ranked #21.

MFA Wealth Services first reported a position in LLY in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.81M in Q2 2026. 1,260 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

MFA Wealth Services held 1,507 shares of Eli Lilly worth $1.74M as of Q3 2026.
MFA Wealth Services left its Eli Lilly share count unchanged in Q3 2026.
Eli Lilly made up 1.03% of MFA Wealth Services's portfolio in Q3 2026, its #21 holding.
MFA Wealth Services first reported a position in Eli Lilly in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Services's Eli Lilly position peaked at $1.81M in Q2 2026.
1,260 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.